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WWW1234
2021-08-09
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WWW1234
2021-08-07
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WWW1234
2021-08-08
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WWW1234
2021-08-07
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WWW1234
2021-08-04
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动视暴雪Q2净营收同比增长19%,净利润同比增长51%
WWW1234
2021-07-24
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WWW1234
2021-08-05
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波音盘中直线拉升,737 Max将到中国接受认证测试
WWW1234
2021-08-03
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电商巨头的好日子到头了?
WWW1234
2021-08-01
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百度放不下游戏
WWW1234
2021-07-21
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WWW1234
2021-11-29
[微笑]
钟南山、张文宏对新冠变异毒株Omicron作出最新研判
WWW1234
2021-11-29
[微笑]
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WWW1234
2021-08-06
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WWW1234
2021-07-31
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WWW1234
2021-07-28
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WWW1234
2021-07-27
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WWW1234
2021-07-26
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新东方:考虑采取适当的合规措施,降低现有业务产生重大不利影响
WWW1234
2021-07-25
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WWW1234
2021-07-22
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WWW1234
2021-07-20
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云计算给力,IBM创三年最强劲收入增长
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","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/893441842","repostId":"1136593672","repostType":4,"isVote":1,"tweetType":1,"viewCount":1104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":893443598,"gmtCreate":1628297534514,"gmtModify":1633751911788,"author":{"id":"3586996018526097","authorId":"3586996018526097","name":"WWW1234","avatar":"https://static.tigerbbs.com/f999fbab63e5f6bc66819c077e68aa42","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586996018526097","authorIdStr":"3586996018526097"},"themes":[],"htmlText":"[呆住] ","listText":"[呆住] ","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893443598","repostId":"1136593672","repostType":4,"isVote":1,"tweetType":1,"viewCount":1182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":899432790,"gmtCreate":1628209825910,"gmtModify":1633752626763,"author":{"id":"3586996018526097","authorId":"3586996018526097","name":"WWW1234","avatar":"https://static.tigerbbs.com/f999fbab63e5f6bc66819c077e68aa42","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586996018526097","authorIdStr":"3586996018526097"},"themes":[],"htmlText":"[呆住] ","listText":"[呆住] ","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899432790","repostId":"1157551750","repostType":4,"repost":{"id":"1157551750","kind":"news","pubTimestamp":1628177811,"share":"https://www.laohu8.com/m/news/1157551750?lang=&edition=full","pubTime":"2021-08-05 23:36","market":"us","language":"zh","title":"高盛最新报告:13张图,看清最近的市场形势","url":"https://stock-news.laohu8.com/highlight/detail?id=1157551750","media":"华尔街见闻","summary":"本周将是夏季剩余时间里的流动性高峰;股市的收益率正在向好……","content":"<p>作者:于旭东</p>\n<p>在最新的一份报告中,<a href=\"https://laohu8.com/S/GS\">高盛</a>交易员Scott Rubner、Matthew Fleury、Matthieu Martal、Kavita Vaja和Jonas Bovbjerg用13张图总结了8月及过去的市场。</p>\n<p>1、目前流动性充裕</p>\n<p>高盛认为,本周将是夏季剩余时间里的流动性高峰,在未来一周,流动性将进入繁忙的一周。</p>\n<p><img src=\"https://static.tigerbbs.com/880861172ccda951f035a472f7c005ed\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p>\n<p>2、股票的收益率正在向好</p>\n<p>高盛表示,目前SPX(标普500指数)和NDX(纳斯达克指数)与30年收益率的负相关再次转为正相关,这意味着股市的收益率正在向好。</p>\n<p><img src=\"https://static.tigerbbs.com/3a540a0743e9a23a96f8beafc4fff7eb\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p>\n<p>3、中概股再次分化</p>\n<p>高盛表示,中概股的走势再度分化:MSCI中国除互联网外的每股盈利年初至今增长5%,而中国互联网每股盈利年初至今下降22%。</p>\n<p><img src=\"https://static.tigerbbs.com/91b30abbf71994074119b1beb495c6e5\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p>\n<p>4、在过去5年中,美国和欧洲市场的隐含分散水平一直在升高</p>\n<p><img src=\"https://static.tigerbbs.com/6b72aeb35466d17504a5405a0bfed2bb\" tg-width=\"500\" tg-height=\"361\" referrerpolicy=\"no-referrer\"></p>\n<p>5、由于股指一直在抬升,因此分散表现一直很稳定</p>\n<p><img src=\"https://static.tigerbbs.com/c7080126e3fc55e4fe89d3da0618d899\" tg-width=\"500\" tg-height=\"370\" referrerpolicy=\"no-referrer\"></p>\n<p>6、由于此前市场波动率曾峰值,因此疫情期间的分散其实一直是防御属性</p>\n<p><img src=\"https://static.tigerbbs.com/c661876c062e2f07e1d93bf5446775d1\" tg-width=\"500\" tg-height=\"358\" referrerpolicy=\"no-referrer\"></p>\n<p>7、指数隐含波动率大幅拉低了指数疫情前后的低位</p>\n<p><img src=\"https://static.tigerbbs.com/42a018affb9b1e72964b75c3e594f27b\" tg-width=\"500\" tg-height=\"365\" referrerpolicy=\"no-referrer\"></p>\n<p>8、近年来指数隐含波动率下降的部分原因是指数隐含相关性水平急剧下降,以及欧洲股市对上行看涨期权的需求下降</p>\n<p>市场隐含的平均单只股票相关性数据表明,虽然指数隐含波动率自2015年以来下降,并在疫情之后再次下降,推动隐含分散水平升高,但这与同期隐含相关性水平急剧下降相吻合。</p>\n<p><img src=\"https://static.tigerbbs.com/8c1d87e3b1e4b9d79e5d7dfcd2f90d42\" tg-width=\"500\" tg-height=\"363\" referrerpolicy=\"no-referrer\"></p>\n<p>9、SX5E(欧洲斯托克50指数)中t与t-1的回报率相关性极低</p>\n<p><img src=\"https://static.tigerbbs.com/af84b6b55759c333bfa86662821e87ec\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p>\n<p>10、2020年以后,价差交易处于历史低位</p>\n<p><img src=\"https://static.tigerbbs.com/696c3dc2ca2b98fc30fd17871f9f1bd3\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p>\n<p>11、目前SX5E-SPX的价差显着上升</p>\n<p><img src=\"https://static.tigerbbs.com/327b9f40bb004f0ec9911d0bcab037b6\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p>\n<p>12、大盘与动量与欧盟周期性/防御性之间已实现相关性</p>\n<p><img src=\"https://static.tigerbbs.com/769d2e8bfbdd51389a15828d71dd1d71\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p>\n<p>13. VOW3的期限结构在过去一年中大幅趋于平缓</p>\n<p><img src=\"https://static.tigerbbs.com/55de07d0c110be49ba2310e4e387c513\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高盛最新报告:13张图,看清最近的市场形势</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高盛最新报告:13张图,看清最近的市场形势\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-05 23:36 北京时间 <a href=https://wallstreetcn.com/articles/3637261><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:于旭东\n在最新的一份报告中,高盛交易员Scott Rubner、Matthew Fleury、Matthieu Martal、Kavita Vaja和Jonas Bovbjerg用13张图总结了8月及过去的市场。\n1、目前流动性充裕\n高盛认为,本周将是夏季剩余时间里的流动性高峰,在未来一周,流动性将进入繁忙的一周。\n\n2、股票的收益率正在向好\n高盛表示,目前SPX(标普500指数)和NDX(...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3637261\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bf9ac23bac84c629134c18540a11264a","relate_stocks":{".DJI":"道琼斯","GS":"高盛"},"source_url":"https://wallstreetcn.com/articles/3637261","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1157551750","content_text":"作者:于旭东\n在最新的一份报告中,高盛交易员Scott Rubner、Matthew Fleury、Matthieu Martal、Kavita Vaja和Jonas Bovbjerg用13张图总结了8月及过去的市场。\n1、目前流动性充裕\n高盛认为,本周将是夏季剩余时间里的流动性高峰,在未来一周,流动性将进入繁忙的一周。\n\n2、股票的收益率正在向好\n高盛表示,目前SPX(标普500指数)和NDX(纳斯达克指数)与30年收益率的负相关再次转为正相关,这意味着股市的收益率正在向好。\n\n3、中概股再次分化\n高盛表示,中概股的走势再度分化:MSCI中国除互联网外的每股盈利年初至今增长5%,而中国互联网每股盈利年初至今下降22%。\n\n4、在过去5年中,美国和欧洲市场的隐含分散水平一直在升高\n\n5、由于股指一直在抬升,因此分散表现一直很稳定\n\n6、由于此前市场波动率曾峰值,因此疫情期间的分散其实一直是防御属性\n\n7、指数隐含波动率大幅拉低了指数疫情前后的低位\n\n8、近年来指数隐含波动率下降的部分原因是指数隐含相关性水平急剧下降,以及欧洲股市对上行看涨期权的需求下降\n市场隐含的平均单只股票相关性数据表明,虽然指数隐含波动率自2015年以来下降,并在疫情之后再次下降,推动隐含分散水平升高,但这与同期隐含相关性水平急剧下降相吻合。\n\n9、SX5E(欧洲斯托克50指数)中t与t-1的回报率相关性极低\n\n10、2020年以后,价差交易处于历史低位\n\n11、目前SX5E-SPX的价差显着上升\n\n12、大盘与动量与欧盟周期性/防御性之间已实现相关性\n\n13. VOW3的期限结构在过去一年中大幅趋于平缓","news_type":1},"isVote":1,"tweetType":1,"viewCount":753,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":899436625,"gmtCreate":1628209785167,"gmtModify":1633752628049,"author":{"id":"3586996018526097","authorId":"3586996018526097","name":"WWW1234","avatar":"https://static.tigerbbs.com/f999fbab63e5f6bc66819c077e68aa42","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586996018526097","authorIdStr":"3586996018526097"},"themes":[],"htmlText":"[呆住] ","listText":"[呆住] ","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899436625","repostId":"2157454830","repostType":4,"repost":{"id":"2157454830","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1628204783,"share":"https://www.laohu8.com/m/news/2157454830?lang=&edition=full","pubTime":"2021-08-06 07:06","market":"us","language":"zh","title":"维珍银河Q2净亏损9404万美元,将重启航天销售计划","url":"https://stock-news.laohu8.com/highlight/detail?id=2157454830","media":"老虎资讯综合","summary":"财报显示,维珍银河Q2营收57.1万美元;毛利润50.8万美元;净亏损为9404美元,去年同期净亏损为7197.3万美元。摊薄后每股亏损为0.39美元,去年同期每股亏损为0.34美元。该季度维珍银河的研发支出为3590.3万美元,去年同期为3700.9万美元,同比下降3%;销售、常规和管理费用为3850.3万美元,去年同期为2604.7万美元,同比增长47.8%7月,该公司完成了在市场上的股票发行计划。该公司打算将ATM发行产生的净收益用于一般企业用途,优先用于扩大其宇宙飞船舰队。","content":"<p>美东时间8月5日(周四)美股盘后,<a href=\"https://laohu8.com/S/SPCE\">维珍银河</a>公布了截至2021年6月30日的2021年第二季度业绩。财报显示,维珍银河Q2营收57.1万美元;毛利润50.8万美元;净亏损为9404美元,去年同期净亏损为7197.3万美元。摊薄后每股亏损为0.39美元,去年同期每股亏损为0.34美元。季末持有现金及其等价物5.52亿美元,去年年底持有为6.66亿美元。<img src=\"https://static.tigerbbs.com/a31863ac6b4e96a85320a34550d223cd\" tg-width=\"707\" tg-height=\"632\" referrerpolicy=\"no-referrer\">该季度维珍银河的研发支出为3590.3万美元,去年同期为3700.9万美元,同比下降3%;销售、常规和管理费用为3850.3万美元,去年同期为2604.7万美元,同比增长47.8%</p>\n<p>7月,该公司完成了在市场上(“ATM发行”)的股票发行计划。该公司最终通过出售约1370万股普通股获得了5亿美元的总收益。该公司打算将ATM发行产生的净收益用于一般企业用途,优先用于扩大其宇宙飞船舰队。</p>\n<p>该公司于财报发布后表示,计划将从今天开始重启太空飞行销售。该公司将提供三种产品:单人、夫妇/朋友/家庭套餐以及“包机”。这些优惠的起价为每个位置45万美元。销售将首先向公司重要的早期募捐者开放,优先考虑太空旅行者社区。</p>\n<p>财报公布后,该股盘后涨5.11%,报33.14美元。<img src=\"https://static.tigerbbs.com/a6a513505fa548fd844bf3e0a91e0650\" tg-width=\"715\" tg-height=\"526\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>维珍银河Q2净亏损9404万美元,将重启航天销售计划</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n维珍银河Q2净亏损9404万美元,将重启航天销售计划\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-06 07:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美东时间8月5日(周四)美股盘后,<a href=\"https://laohu8.com/S/SPCE\">维珍银河</a>公布了截至2021年6月30日的2021年第二季度业绩。财报显示,维珍银河Q2营收57.1万美元;毛利润50.8万美元;净亏损为9404美元,去年同期净亏损为7197.3万美元。摊薄后每股亏损为0.39美元,去年同期每股亏损为0.34美元。季末持有现金及其等价物5.52亿美元,去年年底持有为6.66亿美元。<img src=\"https://static.tigerbbs.com/a31863ac6b4e96a85320a34550d223cd\" tg-width=\"707\" tg-height=\"632\" referrerpolicy=\"no-referrer\">该季度维珍银河的研发支出为3590.3万美元,去年同期为3700.9万美元,同比下降3%;销售、常规和管理费用为3850.3万美元,去年同期为2604.7万美元,同比增长47.8%</p>\n<p>7月,该公司完成了在市场上(“ATM发行”)的股票发行计划。该公司最终通过出售约1370万股普通股获得了5亿美元的总收益。该公司打算将ATM发行产生的净收益用于一般企业用途,优先用于扩大其宇宙飞船舰队。</p>\n<p>该公司于财报发布后表示,计划将从今天开始重启太空飞行销售。该公司将提供三种产品:单人、夫妇/朋友/家庭套餐以及“包机”。这些优惠的起价为每个位置45万美元。销售将首先向公司重要的早期募捐者开放,优先考虑太空旅行者社区。</p>\n<p>财报公布后,该股盘后涨5.11%,报33.14美元。<img src=\"https://static.tigerbbs.com/a6a513505fa548fd844bf3e0a91e0650\" tg-width=\"715\" tg-height=\"526\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/77aa32b3c4a76a7b9cdeb283c047a514","relate_stocks":{"SPCE":"维珍银河"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2157454830","content_text":"美东时间8月5日(周四)美股盘后,维珍银河公布了截至2021年6月30日的2021年第二季度业绩。财报显示,维珍银河Q2营收57.1万美元;毛利润50.8万美元;净亏损为9404美元,去年同期净亏损为7197.3万美元。摊薄后每股亏损为0.39美元,去年同期每股亏损为0.34美元。季末持有现金及其等价物5.52亿美元,去年年底持有为6.66亿美元。该季度维珍银河的研发支出为3590.3万美元,去年同期为3700.9万美元,同比下降3%;销售、常规和管理费用为3850.3万美元,去年同期为2604.7万美元,同比增长47.8%\n7月,该公司完成了在市场上(“ATM发行”)的股票发行计划。该公司最终通过出售约1370万股普通股获得了5亿美元的总收益。该公司打算将ATM发行产生的净收益用于一般企业用途,优先用于扩大其宇宙飞船舰队。\n该公司于财报发布后表示,计划将从今天开始重启太空飞行销售。该公司将提供三种产品:单人、夫妇/朋友/家庭套餐以及“包机”。这些优惠的起价为每个位置45万美元。销售将首先向公司重要的早期募捐者开放,优先考虑太空旅行者社区。\n财报公布后,该股盘后涨5.11%,报33.14美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1037,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":890651524,"gmtCreate":1628116514168,"gmtModify":1633753563944,"author":{"id":"3586996018526097","authorId":"3586996018526097","name":"WWW1234","avatar":"https://static.tigerbbs.com/f999fbab63e5f6bc66819c077e68aa42","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586996018526097","authorIdStr":"3586996018526097"},"themes":[],"htmlText":"[呆住] 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href=\"https://laohu8.com/S/RTX\">雷神技术公司</a>发布2021年第二季度财报。财报显示,第二季度营收159亿美元,市场预期158.36亿美元,去年同期142.77亿美元;第二季度净利润10.4亿美元,市场预期9.12亿美元,去年同期净亏损38.35亿美元;第二季度每股盈利0.68美元,市场预期0.93美元。</p>\n<p>公布财报后,雷神科技公司盘前涨2.39%。</p>\n<p><img src=\"https://static.tigerbbs.com/e2c6156b54890b7949f04df6fdceb147\" tg-width=\"898\" tg-height=\"894\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>雷神技术公司Q2营收159亿美元,略超市场预期</title>\n<style 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href=\"https://laohu8.com/S/RTX\">雷神技术公司</a>发布2021年第二季度财报。财报显示,第二季度营收159亿美元,市场预期158.36亿美元,去年同期142.77亿美元;第二季度净利润10.4亿美元,市场预期9.12亿美元,去年同期净亏损38.35亿美元;第二季度每股盈利0.68美元,市场预期0.93美元。</p>\n<p>公布财报后,雷神科技公司盘前涨2.39%。</p>\n<p><img src=\"https://static.tigerbbs.com/e2c6156b54890b7949f04df6fdceb147\" tg-width=\"898\" tg-height=\"894\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c318bcd91a109139b7d70c76c30bb154","relate_stocks":{"RTX":"雷神技术公司"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134774840","content_text":"7月27日美股盘前,雷神技术公司发布2021年第二季度财报。财报显示,第二季度营收159亿美元,市场预期158.36亿美元,去年同期142.77亿美元;第二季度净利润10.4亿美元,市场预期9.12亿美元,去年同期净亏损38.35亿美元;第二季度每股盈利0.68美元,市场预期0.93美元。\n公布财报后,雷神科技公司盘前涨2.39%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":800031206,"gmtCreate":1627265199905,"gmtModify":1633766730219,"author":{"id":"3586996018526097","authorId":"3586996018526097","name":"WWW1234","avatar":"https://static.tigerbbs.com/f999fbab63e5f6bc66819c077e68aa42","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586996018526097","authorIdStr":"3586996018526097"},"themes":[],"htmlText":"[呆住] 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href=\"https://laohu8.com/S/EDU\">新东方</a>:本公司现正考虑采取适当的合规措施,预期该等措施将对与中国义务教育制度学科有关的校外辅导服务产生重大不利影响。本公司将就致力遵守《意见》及任何相关规则及法规积极寻求政府当局的指导及配合政府当局的行动。<img src=\"https://static.tigerbbs.com/0d5be6f5811358c470d8c1d3854f8937\" tg-width=\"759\" tg-height=\"728\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>新东方:考虑采取适当的合规措施,降低现有业务产生重大不利影响</title>\n<style 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href=\"https://laohu8.com/S/EDU\">新东方</a>:本公司现正考虑采取适当的合规措施,预期该等措施将对与中国义务教育制度学科有关的校外辅导服务产生重大不利影响。本公司将就致力遵守《意见》及任何相关规则及法规积极寻求政府当局的指导及配合政府当局的行动。<img src=\"https://static.tigerbbs.com/0d5be6f5811358c470d8c1d3854f8937\" tg-width=\"759\" tg-height=\"728\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c0c4c03a5eea688b1e8fa7410c021db6","relate_stocks":{"EDU":"新东方"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118828212","content_text":"新东方:本公司现正考虑采取适当的合规措施,预期该等措施将对与中国义务教育制度学科有关的校外辅导服务产生重大不利影响。本公司将就致力遵守《意见》及任何相关规则及法规积极寻求政府当局的指导及配合政府当局的行动。","news_type":1},"isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":177950979,"gmtCreate":1627177363391,"gmtModify":1633767478501,"author":{"id":"3586996018526097","authorId":"3586996018526097","name":"WWW1234","avatar":"https://static.tigerbbs.com/f999fbab63e5f6bc66819c077e68aa42","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586996018526097","authorIdStr":"3586996018526097"},"themes":[],"htmlText":"[呆住] ","listText":"[呆住] 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","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893443598","repostId":"1136593672","repostType":4,"isVote":1,"tweetType":1,"viewCount":1182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":807288427,"gmtCreate":1628039023069,"gmtModify":1633754174997,"author":{"id":"3586996018526097","authorId":"3586996018526097","name":"WWW1234","avatar":"https://static.tigerbbs.com/f999fbab63e5f6bc66819c077e68aa42","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586996018526097","authorIdStr":"3586996018526097"},"themes":[],"htmlText":"[呆住] ","listText":"[呆住] ","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807288427","repostId":"2156786171","repostType":4,"repost":{"id":"2156786171","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1628031501,"share":"https://www.laohu8.com/m/news/2156786171?lang=&edition=full","pubTime":"2021-08-04 06:58","market":"us","language":"zh","title":"动视暴雪Q2净营收同比增长19%,净利润同比增长51%","url":"https://stock-news.laohu8.com/highlight/detail?id=2156786171","media":"老虎资讯综合","summary":"智通财经APP获悉,动视暴雪于8月3日美股盘后公布2021财年第二季度业绩。财报显示,Q2净营收为22.96亿美元,同比增长19%,上年同期为19.32亿美元;净利润为8.76亿美元,同比增长51%,上年同期为5.80亿美元;摊薄后每股收益为1.12美元,上年同期为0.75美元。公司预期2021年第三季度GAAP净营收为19.70亿美元,GAAP每股收益为0.64美元;2021财年全年GAAP净营收为85.15亿美元,GAAP每股收益为3.08美元。财报公布后,截至北京时间6:57,动视暴雪盘后涨6.06%,报84.67美元。","content":"<p>美东时间8月3日周二美股盘后,<a href=\"https://laohu8.com/S/ATVI\">动视暴雪</a>公布2021财年第二季度业绩。财报显示,Q2净营收为22.96亿美元,同比增长19%,上年同期为19.32亿美元;净利润为8.76亿美元,同比增长51%,上年同期为5.80亿美元;摊薄后每股收益为1.12美元,上年同期为0.75美元。<img src=\"https://static.tigerbbs.com/7d17c8c44f8478b7e2779e6d5334c843\" tg-width=\"735\" tg-height=\"686\" referrerpolicy=\"no-referrer\">按业务划分,产品销售业务营收为5.68亿美元,上年同期为5.33亿美元;游戏内购、订阅和其他业务营收为17.28亿美元,上年同期为13.99亿美元。</p>\n<p>第二季度,整体月活跃用户(MAU)为4.08亿。 动视部门MAU为1.27亿,暴雪部门MAU为2600万,King部门MAU为2.55亿。</p>\n<p>公司预期2021年第三季度GAAP净营收为19.70亿美元,GAAP每股收益为0.64美元;2021财年全年GAAP净营收为85.15亿美元,GAAP每股收益为3.08美元。</p>\n<p>财报公布后,动视暴雪盘后涨6.16%,报84.75美元。<img src=\"https://static.tigerbbs.com/ed24571a7b48828d8245bc034d2367ed\" tg-width=\"711\" tg-height=\"531\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>动视暴雪Q2净营收同比增长19%,净利润同比增长51%</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n动视暴雪Q2净营收同比增长19%,净利润同比增长51%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-04 06:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美东时间8月3日周二美股盘后,<a href=\"https://laohu8.com/S/ATVI\">动视暴雪</a>公布2021财年第二季度业绩。财报显示,Q2净营收为22.96亿美元,同比增长19%,上年同期为19.32亿美元;净利润为8.76亿美元,同比增长51%,上年同期为5.80亿美元;摊薄后每股收益为1.12美元,上年同期为0.75美元。<img src=\"https://static.tigerbbs.com/7d17c8c44f8478b7e2779e6d5334c843\" tg-width=\"735\" tg-height=\"686\" referrerpolicy=\"no-referrer\">按业务划分,产品销售业务营收为5.68亿美元,上年同期为5.33亿美元;游戏内购、订阅和其他业务营收为17.28亿美元,上年同期为13.99亿美元。</p>\n<p>第二季度,整体月活跃用户(MAU)为4.08亿。 动视部门MAU为1.27亿,暴雪部门MAU为2600万,King部门MAU为2.55亿。</p>\n<p>公司预期2021年第三季度GAAP净营收为19.70亿美元,GAAP每股收益为0.64美元;2021财年全年GAAP净营收为85.15亿美元,GAAP每股收益为3.08美元。</p>\n<p>财报公布后,动视暴雪盘后涨6.16%,报84.75美元。<img src=\"https://static.tigerbbs.com/ed24571a7b48828d8245bc034d2367ed\" tg-width=\"711\" tg-height=\"531\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/37d43f47ff4637f33c2675f14c1cc937","relate_stocks":{"ATVI":"动视暴雪"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156786171","content_text":"美东时间8月3日周二美股盘后,动视暴雪公布2021财年第二季度业绩。财报显示,Q2净营收为22.96亿美元,同比增长19%,上年同期为19.32亿美元;净利润为8.76亿美元,同比增长51%,上年同期为5.80亿美元;摊薄后每股收益为1.12美元,上年同期为0.75美元。按业务划分,产品销售业务营收为5.68亿美元,上年同期为5.33亿美元;游戏内购、订阅和其他业务营收为17.28亿美元,上年同期为13.99亿美元。\n第二季度,整体月活跃用户(MAU)为4.08亿。 动视部门MAU为1.27亿,暴雪部门MAU为2600万,King部门MAU为2.55亿。\n公司预期2021年第三季度GAAP净营收为19.70亿美元,GAAP每股收益为0.64美元;2021财年全年GAAP净营收为85.15亿美元,GAAP每股收益为3.08美元。\n财报公布后,动视暴雪盘后涨6.16%,报84.75美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":836,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":174603709,"gmtCreate":1627092944301,"gmtModify":1633768051316,"author":{"id":"3586996018526097","authorId":"3586996018526097","name":"WWW1234","avatar":"https://static.tigerbbs.com/f999fbab63e5f6bc66819c077e68aa42","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586996018526097","authorIdStr":"3586996018526097"},"themes":[],"htmlText":"[呆住] ","listText":"[呆住] 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","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890651524","repostId":"1167639340","repostType":4,"repost":{"id":"1167639340","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1628088005,"share":"https://www.laohu8.com/m/news/1167639340?lang=&edition=full","pubTime":"2021-08-04 22:40","market":"us","language":"zh","title":"波音盘中直线拉升,737 Max将到中国接受认证测试","url":"https://stock-news.laohu8.com/highlight/detail?id=1167639340","media":"老虎资讯综合","summary":"周三盘中,波音直线拉升, 抹去日内跌幅。消息面上,波音一架737 Max客机即将启程前往中国接受认证测试。","content":"<p>周三盘中,<a href=\"https://laohu8.com/S/BA\">波音</a>直线拉升, 抹去日内跌幅。消息面上,波音一架737 Max客机即将启程前往中国接受认证测试。</p>\n<p><img src=\"https://static.tigerbbs.com/295b33f8b1062f660ebe38937b8dc87d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>波音盘中直线拉升,737 Max将到中国接受认证测试</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; 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8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n波音盘中直线拉升,737 Max将到中国接受认证测试\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-04 22:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周三盘中,<a href=\"https://laohu8.com/S/BA\">波音</a>直线拉升, 抹去日内跌幅。消息面上,波音一架737 Max客机即将启程前往中国接受认证测试。</p>\n<p><img src=\"https://static.tigerbbs.com/295b33f8b1062f660ebe38937b8dc87d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/02346726093e06d899a1879905b1c340","relate_stocks":{"BA":"波音"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167639340","content_text":"周三盘中,波音直线拉升, 抹去日内跌幅。消息面上,波音一架737 Max客机即将启程前往中国接受认证测试。","news_type":1},"isVote":1,"tweetType":1,"viewCount":533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":804188422,"gmtCreate":1627945663966,"gmtModify":1633755129757,"author":{"id":"3586996018526097","authorId":"3586996018526097","name":"WWW1234","avatar":"https://static.tigerbbs.com/f999fbab63e5f6bc66819c077e68aa42","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586996018526097","authorIdStr":"3586996018526097"},"themes":[],"htmlText":"[呆住] ","listText":"[呆住] ","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804188422","repostId":"1164932897","repostType":4,"repost":{"id":"1164932897","kind":"news","pubTimestamp":1627966563,"share":"https://www.laohu8.com/m/news/1164932897?lang=&edition=full","pubTime":"2021-08-03 12:56","market":"hk","language":"zh","title":"电商巨头的好日子到头了?","url":"https://stock-news.laohu8.com/highlight/detail?id=1164932897","media":"豹变","summary":"本轮中概股暴跌,大概会让很多人意识到,高波动才是金融市场永恒的特征,没有只涨不跌的股票。\n教育板块不必多说,原来牛股遍地,今年在多重因素共振下暴跌。然而很多人可能没注意,浓眉大眼的电商巨头们股价跌幅也","content":"<p>本轮中概股暴跌,大概会让很多人意识到,高波动才是金融市场永恒的特征,没有只涨不跌的股票。</p>\n<p>教育板块不必多说,原来牛股遍地,今年在多重因素共振下暴跌。然而很多人可能没注意,浓眉大眼的电商巨头们股价跌幅也不小,平均跌幅接近腰斩。有网友调侃,今年618,打折最狠的可能不是你网购的商品,而是电商巨头们的股价。</p>\n<p>如果只是反垄断,电商板块里应该阿里一家公司跌,但从各公司见顶时间点计算,阿里、京东均跌超40%,曾经股价无比坚挺的拼多多,更是跌了近60%,市值跌到了1000亿美元附近。</p>\n<p>过去几年,电商股一直是全球投资机构扎堆配置的重要标的,如今却被不少机构减持。</p>\n<p>电商平台都怎么了?到底是行业出问题了真跌,还是市场的非理性波动?</p>\n<p><b>增速放缓成了“新常态”</b></p>\n<p>“增长是解决一切问题的办法”,这是很多经济学家口中常念叨的。因为只有实现增长,才能够为今后的很多问题提供解决的时间以及思路。</p>\n<p>强生公司前执行总裁拉尔夫·拉森也说过:“增长就像纯净的氧气,是解决一切企业问题的入口。”</p>\n<p>不过从经营数据来看,虽然三大电商平台商品交易总额(GMV)仍在增长,但增速已经放缓。</p>\n<p>最典型的是拼多多,GMV增速已经从过去的200%+以上跌到66%。阿里2020年GMV增速约为15%,刚刚跑赢大盘。根据国家统计局数据,2020年全年实物商品网上零售额9.76万亿元,增长14.8%。</p>\n<p><img src=\"https://static.tigerbbs.com/70b504e48293a2f51b3fb02fc14ac3ba\" tg-width=\"550\" tg-height=\"167\" referrerpolicy=\"no-referrer\"></p>\n<p>为什么GMV增速会下滑?核心来自驱动GMV变化的两个核心变量:年活跃买家数(AAC)、年人均消费金额(ARPU)。</p>\n<p>2018年以来,阿里和拼多多年活跃买家增速总体放缓,阿里由于基数庞大,2020年AAC增速(%)曾跌入个位数,拼多多AAC增速则从70%多跌入31%。京东2018年以来总体增速呈现提升,今年一季度增速略有放缓。</p>\n<p><img src=\"https://static.tigerbbs.com/a9e34e202b505b124f9bc164ee3b0a7f\" tg-width=\"550\" tg-height=\"159\" referrerpolicy=\"no-referrer\"></p>\n<p>从年人均消费金额来看,近三年,三家平台几乎无明显增长。京东2020年ARPU值还略有下滑。</p>\n<p><img src=\"https://static.tigerbbs.com/d3c46aad2dd244b53ffaf78138cba89d\" tg-width=\"550\" tg-height=\"313\" referrerpolicy=\"no-referrer\"></p>\n<p>以上现象显现的背后,是网购用户增长接近饱和。</p>\n<p>根据 QuestMobile数据,中国手机上网用户规模,已经从直线增长进入阶段性波动增长阶段,增长几乎见顶。</p>\n<p>此外,截至2020年年底,国内网购用户规模已经达到7.82亿,这一数据已经占全国总人口的六成、网民总数的八成,增速同样面临放缓。</p>\n<p><img src=\"https://static.tigerbbs.com/67caf951c840ef90305722f8ae7f745a\" tg-width=\"550\" tg-height=\"191\" referrerpolicy=\"no-referrer\"></p>\n<p>不过,GMV增速放缓不是世界末日,如果行业整体还有增长空间,中低速增长也并非不能接受。</p>\n<p>电商行业正是面临这种情况。</p>\n<p>根据国家统计局数据,截至今年5月,中国实物商品线上渗透率只有23.9%,如果排除石油汽车香烟等品类,2020年中国实际线上渗透率也不过30.7%。</p>\n<p>渗透率是个关键指标,它指的是商品现有需求量和商品潜在需求量的比值,而20%出头的渗透率往往表明行业仍有发展机会。</p>\n<p>传播学有一个著名的创新扩散理论:任何新事物,从不为人知到广为人知,它的扩散的速度并不均匀。</p>\n<p>一开始,新事物的传播速度会比较慢,但当接受它的人群规模(也就是渗透率)到了某个临界点(一般为10%-25%),扩散的速度会突然加快。背后的原理来自羊群效应,第一批吃螃蟹的都是少数,但当吃螃蟹的人越来越多达到一定规模时,会出现明显的跟风。</p>\n<p>所以从行业整体来看,电商依然是个有潜力的赛道。</p>\n<p>不过,以上只是一个总体结论,从具体的行业来看,爆发需要依然时间。</p>\n<p>之所以这么说,是因为家电、电子产品和服装鞋包等容易“上网”的品类线上渗透率已经较高,部分渗透率已经接近40%,这是短期GMV增速下滑的关键原因。</p>\n<p><img src=\"https://static.tigerbbs.com/e36f3339a93fc064aa7ac3b2aacf1415\" tg-width=\"550\" tg-height=\"181\" referrerpolicy=\"no-referrer\"></p>\n<p>未来行业的增长,需要美妆、医药保健、生鲜、食品饮料、日用品等新品类渗透率的抬升。</p>\n<p>这也解释了为什么巨头们纷纷押注生鲜电商、社区团购。本质原因是,这一商业模式的出现,让生鲜等高频低单价、容易库存损耗的商品“上网”变为可能。</p>\n<p>以社区团购为例,这一模式的核心逻辑在于“线上预售、以销定采、落地集配、到店自提”。“线上预售、以销定采”能够减低生鲜储存过程中的损耗成本;“落地集配、到店自提”是指总仓收到货之后,就会发往各个自提点,由消费者上门自提,或团长负责 “最后一公里”配送,从而显著降低物流成本和履约成本。</p>\n<p>实际上,对于各电商巨头来讲,当下真正的问题,是来自行业内部和外部的激烈竞争。</p>\n<p><b>内部竞争:下沉与上浮</b></p>\n<p>如今的电商格局,暂时呈现“非对称”的三分天下局面。</p>\n<p>国家统计局数据显示,2020年全国网上零售总额11.76万亿元,而阿里巴巴、京东、拼多多三家的交易额就达到11.3816亿元,占比高达97%。不过份额分布并不均匀,阿里61%、京东22%、拼多多14%。</p>\n<p><img src=\"https://static.tigerbbs.com/67b1c9c107b756bc951b84fd77ad8d97\" tg-width=\"550\" tg-height=\"164\" referrerpolicy=\"no-referrer\"></p>\n<p>三分天下的结构并非天然如此,它是逐渐演化出来的。要知道,2015年时还是阿里一家独大,份额接近8成。</p>\n<p>京东和拼多多之所以能在竞争中撕开电商的两道口子,来自其独特的经营主张。</p>\n<p>京东2007年以来持续自建物流,优化用户体验,在用户心智中植入了“正品、快捷”两个关键词。</p>\n<p>拼多多则通过整合原淘宝低端商家完成上下游的价值网重构,叠加三到六线用户上网的人口红利、微信社交裂变的加持,完成突围。</p>\n<p>从京东、拼多多的突围,我们会发现,如果行业蛋糕仍在做大期,即使领先者市占率领先,但依然留有机会。因为每年释放出的新蛋糕空间大,领先者依然有被同行抢占份额甚至赶超的可能。</p>\n<p>目前来看,三大电商平台的竞争主要围绕阿里、京东的“下沉”,和拼多多的“上浮”展开。</p>\n<p>下沉市场是一块待开垦的土壤,今年一季度,全国网上零售总额达2.81万亿元,同比增长29.9%,然而,农村网络零售额达4397.9亿元,同比增长35.3%,远高于全国总规模。</p>\n<p>对于下沉,阿里的策略是发力社区团购和淘特(原淘宝特价版)。</p>\n<p>据《晚点LatePost》报道,今年3月,阿里成立MMC事业群,聚焦社区团购。事业群将零售通的社区团购业务、盒马集市整合,由阿里合伙人、B2B事业群总裁戴珊负责。7月,盒马事业群还新立成了NB(Neighbor Business)事业部,提供的也是“当日下单、次日自提”服务。阿里的另一动作则是投资了十荟团。</p>\n<p>以阿里的重要棋子盒马集市为例,它是直接下沉到社区的生活服务平台。盒马集市的打法是试图整合国内600万小店和阿里的供应链能力,为小店提供数字化服务,同时根据社区需求,提前对菜品和日用百货提前备货,降低消费者购买成本,提升产品质量。</p>\n<p>淘特则在外界看来是阿里对标拼多多的业务。在2021财年报告中,阿里提到,淘特的年度活跃用户超过1.5亿,贡献了阿里约70%的新增年活跃买家数(AAC)。</p>\n<p>阿里集团副总裁、C2M事业部的总经理汪海曾表示,未来淘特将打造全品类源头直供体系,同时主攻工业消费品和农产品。</p>\n<p>值得注意的是,阿里介入的农产品,一直是拼多多的竞争优势所在。平安证券在报告中提到,农产品在拼多多总GMV的占比大约优于同业5倍,2021年第一季度,涉农订单同比增幅超过300%。</p>\n<p>京东则在去年重组了针对下沉市场的京喜事业群,包括特价购物平台京喜、社区购物平台京喜拼拼、服务中小便利店的京喜通等业务。此外,刘强东还亲自下场督战社区团购业务。据京东财报,截至今年一季度,京喜事业群为京东贡献了约80%的新增年活跃买家数(AAC)。</p>\n<p><img src=\"https://static.tigerbbs.com/13a262c0e3557afc3040fcbb2633c29f\" tg-width=\"550\" tg-height=\"88\" referrerpolicy=\"no-referrer\"></p>\n<p>面对两大巨头的夹击,拼多多一方面发力“多多买菜”巩固下沉市场, 另一方面则在不断提高客单价和营销收入,比如吸引更多的品牌商户入驻。</p>\n<p>此前拼多多管理层曾表示,年初至今,强生、联合利华、美的等品牌已经和拼多多达成深度战略合作。此外,一季度拼多多财报还指出,从3月起,拼多多已经正式对百亿补贴产品抽佣1-3%,同时扩大百亿补贴商品品类,纳入农产品、快销品,以此进一步提升佣金率。</p>\n<p>虽然各家动静都不小,但从财报数据来看,竞争之下,三大平台毛利率集体下滑。</p>\n<p><img src=\"https://static.tigerbbs.com/e5534ea7a06f68e913300b1208e721eb\" tg-width=\"550\" tg-height=\"199\" referrerpolicy=\"no-referrer\"></p>\n<p>毛利率是反应企业盈利能力的关键指标,表示每产生1元收入扣除销售成本后,有多少钱可以用于各项支付经营期各项费用形成盈利。</p>\n<p>毛利率下滑有两种可能:要么意味着企业为了抢份额主动牺牲利润,要么缺乏竞争力而不得不牺牲利润。但不管怎么说,这项数据的变化都是企业在激烈竞争中留下的痕迹。</p>\n<p><b>外部竞争:对手,永远不止同行</b></p>\n<p>三巨头鏖战正酣,或许谁都没想到,更凶悍的对手可能来自隔壁的短视频平台。</p>\n<p>近两年,抖音、快手等短视频平台的兴起,不仅改变了用户流量时长分配,也演化出了自己的直播电商业务。</p>\n<p>根据快手财报,一季度快手直播电商交易总额(GMV)1185.59亿元,是2020年同期的近300%,是快手增速最猛的业务板块。而据抖音电商此前则披露,2020年1-12月,其总体GMV增长11.3倍。</p>\n<p>不过在2019年和2020年,两家平台倒是非常低调。比如,2020年618期间,年GMV已经达到3500亿的快手选择与京东合作,抖音则本着“广结善缘”的思路,利用小程序接入京东、苏宁易购等第三方平台参与618。</p>\n<p>然而,随着反垄断大幕拉开,“二选一”成为历史,2021年的抖音、快手等新晋“电商后浪”格外积极。</p>\n<p>快手一改过去配角姿态,亲自下场联合江苏卫视、浙江卫视举办首届直播电商晚会——“快手616真心夜”。抖音则早在4月22日便在线上举办抖音618招商大会,提前为618招兵买马,还提出了“兴趣电商”的概念。</p>\n<p>事实上,直播电商是个极具空间的电商子赛道。据艾瑞咨询预测,2025年直播电商规模有望达到6.4万亿,渗透率达到23.9%。</p>\n<p><img src=\"https://static.tigerbbs.com/99955e6aaaa3e4cf903172b950f60bcc\" tg-width=\"550\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p>\n<p>为什么直播电商能火?总的来看,除了此前疫情下人们宅家时间变长、以及平台的流量配给红利,更重要的是,直播电商调动了用户更多感官,信息量与冲击力远超图文。</p>\n<p>具体来看,淘宝、抖音、快手三大核心平台的直播电商逻辑各不相同。</p>\n<p>淘宝直播是以“搜索”作为主要的消费路径,即“人找货”模式。</p>\n<p>抖音直播走的是“内容路径”的兴趣电商。通过算法筛选出优质内容,将商品精准推荐、分发给用户,这种以“兴趣标签”为媒介将商品内容精确匹配潜在用户的模式,形成了“边逛边买”的发现式消费,本质是“货找人”。</p>\n<p>快手直播则又走了另一条路,强调主播和粉丝的深度信任。根据快手财报,其电商用户平均复购率由2019年的45%提升至2020年的65%。</p>\n<p>对比下来我们会发现,直播电商虽然呈现出三足鼎立的态势,但各家用的是“错位竞争”的打法。</p>\n<p>错位竞争是个不错的进攻思路,尤其对初创企业。</p>\n<p>混沌大学创始人李善友曾讲过一条创业准则:与其更好,不如不同。这句话说的是,企业要想在残酷的竞争中生存,尽量不要和实力强大的巨头正面竞争,要利用差异化夺取胜利。</p>\n<p>克里斯坦森曾在那本著名的《创新者的窘境》中给出一组数字:初创企业如果和现有巨头正面直接竞争,成功率只有6%,而如果和巨头错开,跳到新的价值网,创业成功率则将提升至37%。</p>\n<p>对应到近几年国内崛起的巨头案例:拼多多早期聚焦五环外下沉市场,和天猫、京东形成错位,随后快速崛起;美团崛起,有很大一部分原因是聚焦外卖等生活服务电商,与阿里的实物电商形成错位。</p>\n<p>可以看出,由于各家打法不同,未来的市场争夺将异常激烈。</p>\n<p>如果我们把视角扩大,直播电商这种新商业形态本身,在某种意义上也和传统的图文、线下超市形成了错位竞争。而凭借着较低的渗透率,直播电商自身未来也必将对其他电商模式形成冲击。</p>\n<p>在这个层面上,现有电商巨头和潜在电商巨头未来必有一战。</p>\n<p>总的来看,由于新品类的渗透率快速提升,电商业未来几年依然能保持一定的增速。但正如刘慈欣在《三体》中写到的“消灭你,与你无关”,新模式的出现,可能使得未来整个行业的竞争格局发生重构,这令当下在场的玩家基本面具有一定不确定性。</p>\n<p>从股价的角度来看,金融市场对股票的定价基于预期,不断超预期的基本面表现,是股价上涨的根本动力。所以对企业而言,如何保持竞争优势?如何稳定并扭转市场预期?是当下需要思考的关键问题。</p>","source":"lsy1596797737369","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>电商巨头的好日子到头了?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n电商巨头的好日子到头了?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-03 12:56 北京时间 <a href=https://mp.weixin.qq.com/s/7bz_d4h5-eVrlbbxwmHbiQ><strong>豹变</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本轮中概股暴跌,大概会让很多人意识到,高波动才是金融市场永恒的特征,没有只涨不跌的股票。\n教育板块不必多说,原来牛股遍地,今年在多重因素共振下暴跌。然而很多人可能没注意,浓眉大眼的电商巨头们股价跌幅也不小,平均跌幅接近腰斩。有网友调侃,今年618,打折最狠的可能不是你网购的商品,而是电商巨头们的股价。\n如果只是反垄断,电商板块里应该阿里一家公司跌,但从各公司见顶时间点计算,阿里、京东均跌超40%,...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/7bz_d4h5-eVrlbbxwmHbiQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/81fd5f18baea084b0bb1364bbfcefea9","relate_stocks":{"09988":"阿里巴巴-W","PDD":"拼多多","BABA":"阿里巴巴"},"source_url":"https://mp.weixin.qq.com/s/7bz_d4h5-eVrlbbxwmHbiQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164932897","content_text":"本轮中概股暴跌,大概会让很多人意识到,高波动才是金融市场永恒的特征,没有只涨不跌的股票。\n教育板块不必多说,原来牛股遍地,今年在多重因素共振下暴跌。然而很多人可能没注意,浓眉大眼的电商巨头们股价跌幅也不小,平均跌幅接近腰斩。有网友调侃,今年618,打折最狠的可能不是你网购的商品,而是电商巨头们的股价。\n如果只是反垄断,电商板块里应该阿里一家公司跌,但从各公司见顶时间点计算,阿里、京东均跌超40%,曾经股价无比坚挺的拼多多,更是跌了近60%,市值跌到了1000亿美元附近。\n过去几年,电商股一直是全球投资机构扎堆配置的重要标的,如今却被不少机构减持。\n电商平台都怎么了?到底是行业出问题了真跌,还是市场的非理性波动?\n增速放缓成了“新常态”\n“增长是解决一切问题的办法”,这是很多经济学家口中常念叨的。因为只有实现增长,才能够为今后的很多问题提供解决的时间以及思路。\n强生公司前执行总裁拉尔夫·拉森也说过:“增长就像纯净的氧气,是解决一切企业问题的入口。”\n不过从经营数据来看,虽然三大电商平台商品交易总额(GMV)仍在增长,但增速已经放缓。\n最典型的是拼多多,GMV增速已经从过去的200%+以上跌到66%。阿里2020年GMV增速约为15%,刚刚跑赢大盘。根据国家统计局数据,2020年全年实物商品网上零售额9.76万亿元,增长14.8%。\n\n为什么GMV增速会下滑?核心来自驱动GMV变化的两个核心变量:年活跃买家数(AAC)、年人均消费金额(ARPU)。\n2018年以来,阿里和拼多多年活跃买家增速总体放缓,阿里由于基数庞大,2020年AAC增速(%)曾跌入个位数,拼多多AAC增速则从70%多跌入31%。京东2018年以来总体增速呈现提升,今年一季度增速略有放缓。\n\n从年人均消费金额来看,近三年,三家平台几乎无明显增长。京东2020年ARPU值还略有下滑。\n\n以上现象显现的背后,是网购用户增长接近饱和。\n根据 QuestMobile数据,中国手机上网用户规模,已经从直线增长进入阶段性波动增长阶段,增长几乎见顶。\n此外,截至2020年年底,国内网购用户规模已经达到7.82亿,这一数据已经占全国总人口的六成、网民总数的八成,增速同样面临放缓。\n\n不过,GMV增速放缓不是世界末日,如果行业整体还有增长空间,中低速增长也并非不能接受。\n电商行业正是面临这种情况。\n根据国家统计局数据,截至今年5月,中国实物商品线上渗透率只有23.9%,如果排除石油汽车香烟等品类,2020年中国实际线上渗透率也不过30.7%。\n渗透率是个关键指标,它指的是商品现有需求量和商品潜在需求量的比值,而20%出头的渗透率往往表明行业仍有发展机会。\n传播学有一个著名的创新扩散理论:任何新事物,从不为人知到广为人知,它的扩散的速度并不均匀。\n一开始,新事物的传播速度会比较慢,但当接受它的人群规模(也就是渗透率)到了某个临界点(一般为10%-25%),扩散的速度会突然加快。背后的原理来自羊群效应,第一批吃螃蟹的都是少数,但当吃螃蟹的人越来越多达到一定规模时,会出现明显的跟风。\n所以从行业整体来看,电商依然是个有潜力的赛道。\n不过,以上只是一个总体结论,从具体的行业来看,爆发需要依然时间。\n之所以这么说,是因为家电、电子产品和服装鞋包等容易“上网”的品类线上渗透率已经较高,部分渗透率已经接近40%,这是短期GMV增速下滑的关键原因。\n\n未来行业的增长,需要美妆、医药保健、生鲜、食品饮料、日用品等新品类渗透率的抬升。\n这也解释了为什么巨头们纷纷押注生鲜电商、社区团购。本质原因是,这一商业模式的出现,让生鲜等高频低单价、容易库存损耗的商品“上网”变为可能。\n以社区团购为例,这一模式的核心逻辑在于“线上预售、以销定采、落地集配、到店自提”。“线上预售、以销定采”能够减低生鲜储存过程中的损耗成本;“落地集配、到店自提”是指总仓收到货之后,就会发往各个自提点,由消费者上门自提,或团长负责 “最后一公里”配送,从而显著降低物流成本和履约成本。\n实际上,对于各电商巨头来讲,当下真正的问题,是来自行业内部和外部的激烈竞争。\n内部竞争:下沉与上浮\n如今的电商格局,暂时呈现“非对称”的三分天下局面。\n国家统计局数据显示,2020年全国网上零售总额11.76万亿元,而阿里巴巴、京东、拼多多三家的交易额就达到11.3816亿元,占比高达97%。不过份额分布并不均匀,阿里61%、京东22%、拼多多14%。\n\n三分天下的结构并非天然如此,它是逐渐演化出来的。要知道,2015年时还是阿里一家独大,份额接近8成。\n京东和拼多多之所以能在竞争中撕开电商的两道口子,来自其独特的经营主张。\n京东2007年以来持续自建物流,优化用户体验,在用户心智中植入了“正品、快捷”两个关键词。\n拼多多则通过整合原淘宝低端商家完成上下游的价值网重构,叠加三到六线用户上网的人口红利、微信社交裂变的加持,完成突围。\n从京东、拼多多的突围,我们会发现,如果行业蛋糕仍在做大期,即使领先者市占率领先,但依然留有机会。因为每年释放出的新蛋糕空间大,领先者依然有被同行抢占份额甚至赶超的可能。\n目前来看,三大电商平台的竞争主要围绕阿里、京东的“下沉”,和拼多多的“上浮”展开。\n下沉市场是一块待开垦的土壤,今年一季度,全国网上零售总额达2.81万亿元,同比增长29.9%,然而,农村网络零售额达4397.9亿元,同比增长35.3%,远高于全国总规模。\n对于下沉,阿里的策略是发力社区团购和淘特(原淘宝特价版)。\n据《晚点LatePost》报道,今年3月,阿里成立MMC事业群,聚焦社区团购。事业群将零售通的社区团购业务、盒马集市整合,由阿里合伙人、B2B事业群总裁戴珊负责。7月,盒马事业群还新立成了NB(Neighbor Business)事业部,提供的也是“当日下单、次日自提”服务。阿里的另一动作则是投资了十荟团。\n以阿里的重要棋子盒马集市为例,它是直接下沉到社区的生活服务平台。盒马集市的打法是试图整合国内600万小店和阿里的供应链能力,为小店提供数字化服务,同时根据社区需求,提前对菜品和日用百货提前备货,降低消费者购买成本,提升产品质量。\n淘特则在外界看来是阿里对标拼多多的业务。在2021财年报告中,阿里提到,淘特的年度活跃用户超过1.5亿,贡献了阿里约70%的新增年活跃买家数(AAC)。\n阿里集团副总裁、C2M事业部的总经理汪海曾表示,未来淘特将打造全品类源头直供体系,同时主攻工业消费品和农产品。\n值得注意的是,阿里介入的农产品,一直是拼多多的竞争优势所在。平安证券在报告中提到,农产品在拼多多总GMV的占比大约优于同业5倍,2021年第一季度,涉农订单同比增幅超过300%。\n京东则在去年重组了针对下沉市场的京喜事业群,包括特价购物平台京喜、社区购物平台京喜拼拼、服务中小便利店的京喜通等业务。此外,刘强东还亲自下场督战社区团购业务。据京东财报,截至今年一季度,京喜事业群为京东贡献了约80%的新增年活跃买家数(AAC)。\n\n面对两大巨头的夹击,拼多多一方面发力“多多买菜”巩固下沉市场, 另一方面则在不断提高客单价和营销收入,比如吸引更多的品牌商户入驻。\n此前拼多多管理层曾表示,年初至今,强生、联合利华、美的等品牌已经和拼多多达成深度战略合作。此外,一季度拼多多财报还指出,从3月起,拼多多已经正式对百亿补贴产品抽佣1-3%,同时扩大百亿补贴商品品类,纳入农产品、快销品,以此进一步提升佣金率。\n虽然各家动静都不小,但从财报数据来看,竞争之下,三大平台毛利率集体下滑。\n\n毛利率是反应企业盈利能力的关键指标,表示每产生1元收入扣除销售成本后,有多少钱可以用于各项支付经营期各项费用形成盈利。\n毛利率下滑有两种可能:要么意味着企业为了抢份额主动牺牲利润,要么缺乏竞争力而不得不牺牲利润。但不管怎么说,这项数据的变化都是企业在激烈竞争中留下的痕迹。\n外部竞争:对手,永远不止同行\n三巨头鏖战正酣,或许谁都没想到,更凶悍的对手可能来自隔壁的短视频平台。\n近两年,抖音、快手等短视频平台的兴起,不仅改变了用户流量时长分配,也演化出了自己的直播电商业务。\n根据快手财报,一季度快手直播电商交易总额(GMV)1185.59亿元,是2020年同期的近300%,是快手增速最猛的业务板块。而据抖音电商此前则披露,2020年1-12月,其总体GMV增长11.3倍。\n不过在2019年和2020年,两家平台倒是非常低调。比如,2020年618期间,年GMV已经达到3500亿的快手选择与京东合作,抖音则本着“广结善缘”的思路,利用小程序接入京东、苏宁易购等第三方平台参与618。\n然而,随着反垄断大幕拉开,“二选一”成为历史,2021年的抖音、快手等新晋“电商后浪”格外积极。\n快手一改过去配角姿态,亲自下场联合江苏卫视、浙江卫视举办首届直播电商晚会——“快手616真心夜”。抖音则早在4月22日便在线上举办抖音618招商大会,提前为618招兵买马,还提出了“兴趣电商”的概念。\n事实上,直播电商是个极具空间的电商子赛道。据艾瑞咨询预测,2025年直播电商规模有望达到6.4万亿,渗透率达到23.9%。\n\n为什么直播电商能火?总的来看,除了此前疫情下人们宅家时间变长、以及平台的流量配给红利,更重要的是,直播电商调动了用户更多感官,信息量与冲击力远超图文。\n具体来看,淘宝、抖音、快手三大核心平台的直播电商逻辑各不相同。\n淘宝直播是以“搜索”作为主要的消费路径,即“人找货”模式。\n抖音直播走的是“内容路径”的兴趣电商。通过算法筛选出优质内容,将商品精准推荐、分发给用户,这种以“兴趣标签”为媒介将商品内容精确匹配潜在用户的模式,形成了“边逛边买”的发现式消费,本质是“货找人”。\n快手直播则又走了另一条路,强调主播和粉丝的深度信任。根据快手财报,其电商用户平均复购率由2019年的45%提升至2020年的65%。\n对比下来我们会发现,直播电商虽然呈现出三足鼎立的态势,但各家用的是“错位竞争”的打法。\n错位竞争是个不错的进攻思路,尤其对初创企业。\n混沌大学创始人李善友曾讲过一条创业准则:与其更好,不如不同。这句话说的是,企业要想在残酷的竞争中生存,尽量不要和实力强大的巨头正面竞争,要利用差异化夺取胜利。\n克里斯坦森曾在那本著名的《创新者的窘境》中给出一组数字:初创企业如果和现有巨头正面直接竞争,成功率只有6%,而如果和巨头错开,跳到新的价值网,创业成功率则将提升至37%。\n对应到近几年国内崛起的巨头案例:拼多多早期聚焦五环外下沉市场,和天猫、京东形成错位,随后快速崛起;美团崛起,有很大一部分原因是聚焦外卖等生活服务电商,与阿里的实物电商形成错位。\n可以看出,由于各家打法不同,未来的市场争夺将异常激烈。\n如果我们把视角扩大,直播电商这种新商业形态本身,在某种意义上也和传统的图文、线下超市形成了错位竞争。而凭借着较低的渗透率,直播电商自身未来也必将对其他电商模式形成冲击。\n在这个层面上,现有电商巨头和潜在电商巨头未来必有一战。\n总的来看,由于新品类的渗透率快速提升,电商业未来几年依然能保持一定的增速。但正如刘慈欣在《三体》中写到的“消灭你,与你无关”,新模式的出现,可能使得未来整个行业的竞争格局发生重构,这令当下在场的玩家基本面具有一定不确定性。\n从股价的角度来看,金融市场对股票的定价基于预期,不断超预期的基本面表现,是股价上涨的根本动力。所以对企业而言,如何保持竞争优势?如何稳定并扭转市场预期?是当下需要思考的关键问题。","news_type":1},"isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":802288474,"gmtCreate":1627782839698,"gmtModify":1633756467754,"author":{"id":"3586996018526097","authorId":"3586996018526097","name":"WWW1234","avatar":"https://static.tigerbbs.com/f999fbab63e5f6bc66819c077e68aa42","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586996018526097","authorIdStr":"3586996018526097"},"themes":[],"htmlText":"[呆住] ","listText":"[呆住] ","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/802288474","repostId":"2155688721","repostType":4,"repost":{"id":"2155688721","kind":"highlight","pubTimestamp":1627701182,"share":"https://www.laohu8.com/m/news/2155688721?lang=&edition=full","pubTime":"2021-07-31 11:13","market":"hk","language":"zh","title":"百度放不下游戏","url":"https://stock-news.laohu8.com/highlight/detail?id=2155688721","media":"镜像娱乐","summary":"百度再一次“杀”回了游戏市场。\n7月28日,百度游戏品牌发布会正式召开,现场对外发布了23款游戏新品。其中包括《Island Crossing》《Call of Mini:Zombies Return","content":"<p><a href=\"https://laohu8.com/S/BIDU\">百度</a>再一次“杀”回了游戏市场。</p>\n<p>7月28日,百度游戏品牌发布会正式召开,现场对外发布了23款游戏新品。其中包括《Island Crossing》《Call of Mini:Zombies Return》《Garden》等14款休闲游戏,以及《武庚纪》《梦想<a href=\"https://laohu8.com/S/000997\">新大陆</a>》等9款重度游戏。可以看出,百度游戏未来将着力于休闲+重度游戏两条赛道,尝试跳出以发行为主的模式,转而以发行、自研并重,同时探索国际市场。</p>\n<p><img src=\"https://static.tigerbbs.com/03a57d99cd21d4a4e96e39ef0a7df836\" tg-width=\"1080\" tg-height=\"540\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>从战略到产品,百度游戏此举可以视作其重返赛场的一个重要举动。作为一个拥有巨大流量池的互联网巨头,百度做游戏其实一直被业内看好。然而,直到2017年百度剥离游戏业务时,平台也没有找到适合自己的发展模式。</p>\n<p>而今,游戏行业风云变幻,<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>分走大块蛋糕,阿里、字节跳动、B站等头部势力加码,海外市场竞争愈演愈烈,游戏行业新势力更是如雨后春笋……选择此时返场的百度游戏,也让当下的竞争环境变得更加复杂。</p>\n<h3><b>流量变现的重头戏</b></h3>\n<p>发布会上,百度游戏总经理徐建将未来的发展方向归纳为两点:一点是做服务,即基于自身流量生态和产品矩阵,为游戏厂商提供发行服务;另一点则在于做产品,或与行业伙伴合作、或自主研发,推出具备竞争力的游戏产品。</p>\n<p>从这两点来看,百度游戏此次返场,步子相对稳健,布局方向都建立在自身优势上。</p>\n<p>其一,游戏一直都是流量变现的重头戏,而百度是一个拥有10亿用户的流量生态,仅在百度APP,月活便超过5.4亿。并且,据官方披露,用户在百度搜索游戏相关内容的日均次数达到1亿次,其中为找游戏的用户占比为25.3%,玩游戏的占比为45.5%,找服务的占比为29.2%。</p>\n<p><img src=\"https://static.tigerbbs.com/d82ae2c46c176ed12cdee8a4ee00afbb\" tg-width=\"650\" tg-height=\"416\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>换言之,百度目前仍是网民接触游戏的一个重要入口,生态内每天产生的亿级流量都与游戏相关,这也是百度不可能轻易放掉游戏业务的关键所在。</p>\n<p>其二,围绕百度自身的流量生态,一方面,搜索业务的服务能力,使平台与国内诸多游戏厂商都存在合作关系;另一方面,百度在剥离游戏业务之前,其游戏发行也有过一些高光时刻。2011年时,百度基于贴吧生态搭建“社区化小游戏平台”,涉足游戏分发,3天累计用户便超过7000万。</p>\n<p>从广告到发行,百度在游戏行业的连接能力,使之能够更便捷地找到合作伙伴,为之后的联运、发行等业务打下基础。此次发布会上,<a href=\"https://laohu8.com/S/09990\">祖龙娱乐</a>、悠米互娱等都是百度游戏联合开发产品的合作方。徐建还透露,百度游戏也准备构建新的开发者平台,将给出诸多策略扶持和让利。</p>\n<p>其三,尽管百度目前已经与腾讯、阿里拉开了距离,但百度仍是处在第一梯队的互联网巨头,若平台将资本向游戏倾斜,在财力支持下未必没有与其他平台一战的实力。目前,百度游戏已经完成了两个自研团队的搭建,正式进入开发阶段。</p>\n<p>但是,从百度游戏发布的产品来看,休闲游戏仍占据更大比例,而在用户粘性更高的重度游戏中,“代号”产品居多,落地时间并不明朗。这意味着百度在真正形成竞争力之前,还有一段很长的路要走,且这条路并不容易。</p>\n<h3><b>不能“丢”的游戏业务</b></h3>\n<p>百度重拾游戏业务并不让人意外,尤其是在近几年,百度一直都在搜索业务之外,寻找新的收入增长点。</p>\n<p>回到2017年,百度以近12亿的价格出售了百度游戏,这一动作是百度实施“航母计划”的一环。当时,百度通过业务“分拆”,将文学、视频、游戏、音乐、地图、外卖等版块独立运营,业内对此普遍认为,百度在尝试摆脱对搜索业务的依赖。同一时期,百度也进一步发力人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>的新方向,尝试向智能科技公司转型。沿着这一发展脉络来看,如今的百度,或许更需要游戏了。</p>\n<p>首先,从其内部发展而言,业务“分拆”的思路并没有帮助百度在多领域建立优势。</p>\n<p>在这之中,百度发展最好的视频业务孵化出<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>,但爱奇艺至今累计亏损已达上百亿,不仅不赚钱,还消耗着巨额运营成本。此外,百度地图市场渗透率虽然较高,但地图业务的变现模式尚不清晰。</p>\n<p><img src=\"https://static.tigerbbs.com/edc6630b89c5e58130682294de8830bf\" tg-width=\"650\" tg-height=\"563\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>而在其他业务方面,文学领域至今仍是阅文一家独大;音乐市场中<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>占据更大份额,网易云音乐后来居上;外卖行业中,美团、饿了么两强相争……相比之下,百度并没有形成与之相抗的实力,在业绩贡献上也难以成为未来的新支柱。</p>\n<p>其次,在外部竞争环境上,百度面临的压力越来越大。</p>\n<p>近几年,业内开始频繁地讨论,字节跳动会不会取代百度成为第三大互联网巨头?在这背后,双方之间虽然没有正面冲突,但字节跳动却在一步步蚕食曾属于百度的市场。</p>\n<p>说到底,百度和字节跳动所做的都是信息分发,而后者抓住了移动互联网崛起的契机,并以独特的算法抢占市场,后来基于同样的算法体系入局短视频,并建立自身的广告体系和变现模型。在这一过程中,受到冲击最大的便是百度。也就是说,百度搜索业务所覆盖的市场已经受到威胁,寻找新的业绩增长点正变得越来越迫切。</p>\n<p><img src=\"https://static.tigerbbs.com/0bd74003ddc66f316f5a4afa89fa7e74\" tg-width=\"1080\" tg-height=\"540\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>字节跳动游戏《仙境传说RO:新世代的诞生》,月流水达到1.5亿</p>\n<p>再者,对百度自身的发展而言,人工智能的新定位还没有成规模的变现机会。</p>\n<p>财报数据显示,截至2020年第四季度,百度来自搜索服务与交易服务的收入,在总收入中占比将近80%,而公司来自AI及云服务的收入占比则不足20%。</p>\n<p>在人工智能的业绩创造力形成之前,发力流量变现效率更高的游戏业务,或许是百度更好的选择。且就技术发展对云游戏的赋能来看,提前布局游戏业务,未来也能更高效地与公司的技术实力共振。</p>\n<h3><b>微妙的返场时机</b></h3>\n<p>实际上,尽管百度曾高调出售百度游戏,但从未真正离开过这个市场。</p>\n<p>当初,百度游戏被剥离后更名为多酷游戏,仍然作为百度在游戏业务上唯一的平台级入口,与百度保持紧密的合作关系。同一年,百度APP接入智能小游戏入口;2019年,百度则投资了游戏公司蝴蝶互动;直到今年,百度申请注册“百度游戏”、“百度游戏 MG.BAIDU.COM DU”等商标,并于前不久召开品牌发布会,正式在这一赛道上“重启”。百度似乎一直在等待机会,但选择此时返场,这个时机还是有些微妙。</p>\n<p>从表面上看,当下,游戏市场的竞争越来越激烈。腾讯、网易两大头部势力仍无可撼动,阿里、字节跳动、B站等互联网巨头也开始在这一市场划分势力范围。</p>\n<p>在国内,阿里在游戏领域持续深耕之后,孵化出的《三国志·战略版》《三国志幻想大陆》表现亮眼,双双登上App Store手游收入排行榜TOP10。其中,仅在2020上半年,《三国志·战略版》的总流水便达到37亿。以此为起点,阿里逐渐在游戏领域站稳脚跟;字节跳动近来在游戏市场的步子也越来越大。今年3月,公司以260亿元的高价收购游戏公司沐瞳科技,将东南亚影响力最大的MOBA游戏《无尽对决》收入囊中;此外,B站也通过资本布局,在二次元游戏赛道上持续巩固实力。</p>\n<p><img src=\"https://static.tigerbbs.com/a2557f4955deb03cc8a5e455e81407a4\" tg-width=\"1080\" tg-height=\"508\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>在国外,伴随着<a href=\"https://laohu8.com/S/00799\">IGG</a>、莉莉丝等游戏厂商从海外市场涌现出来,这一市场也成为更多国内头部势力的布局范围,原本的蓝海优势正在激烈的竞争中逐渐消退,新入场者抢占市场份额的难度也在加大。</p>\n<p>然而,在这样的发展环境下,一些新势力还是“冒出头来”。尤其是《原神》的出现,在上线30天内收入便达到2.45亿美元,一度超越《王者荣耀》《和平精英》同期收入,位列全球手游收入榜首位。背后的公司米哈游也随之变得炙手可热。</p>\n<p><img src=\"https://static.tigerbbs.com/fa4d5c6dc9ad9c4c73abc473abf4cd38\" tg-width=\"1080\" tg-height=\"692\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>这一现象的出现,刺激了头部势力的敏感神经,也加速了巨头“围猎”的脚步。以动作最大的腾讯为例,据镜像娱乐统计,2021年上半年,腾讯参与投资的游戏公司多达49家,平均每4天便投资一家公司。</p>\n<p><img src=\"https://static.tigerbbs.com/643cf0b0e11b9df8d22b62da650634e1\" tg-width=\"549\" tg-height=\"2866\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>然而,透过这一现象,其实也反映出,一方面,当下的游戏市场还远未饱和,市场能够容下更多爆款游戏产品;另一方面,激烈的竞争环境,也为当下的游戏市场带来更多变数。在爆款终会被新的爆款替代的行业规律之下,新入局者并非没有机会,或许这才是百度选择此时返场的关键所在。</p>\n<p>但是,机会都是留给有准备的人,百度显然落后太多。发布会现场,百度游戏副总经理王慧也坦言:“重启后的百度团队优势仍不明显,团队一直在思考如何利用百度的资源,走出百度游戏自己的路。”但在变幻莫测的游戏市场之上,留给百度思考的时间已然不多了。</p>","source":"36kr_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>百度放不下游戏</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n百度放不下游戏\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 11:13 北京时间 <a href=https://36kr.com/p/1333416961169408><strong>镜像娱乐</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>百度再一次“杀”回了游戏市场。\n7月28日,百度游戏品牌发布会正式召开,现场对外发布了23款游戏新品。其中包括《Island Crossing》《Call of Mini:Zombies Return》《Garden》等14款休闲游戏,以及《武庚纪》《梦想新大陆》等9款重度游戏。可以看出,百度游戏未来将着力于休闲+重度游戏两条赛道,尝试跳出以发行为主的模式,转而以发行、自研并重,同时探索国际市场。...</p>\n\n<a href=\"https://36kr.com/p/1333416961169408\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3d671f82579a0f7a86039a21fe8fc002","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","BIDU":"百度"},"source_url":"https://36kr.com/p/1333416961169408","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155688721","content_text":"百度再一次“杀”回了游戏市场。\n7月28日,百度游戏品牌发布会正式召开,现场对外发布了23款游戏新品。其中包括《Island Crossing》《Call of Mini:Zombies Return》《Garden》等14款休闲游戏,以及《武庚纪》《梦想新大陆》等9款重度游戏。可以看出,百度游戏未来将着力于休闲+重度游戏两条赛道,尝试跳出以发行为主的模式,转而以发行、自研并重,同时探索国际市场。\n\n从战略到产品,百度游戏此举可以视作其重返赛场的一个重要举动。作为一个拥有巨大流量池的互联网巨头,百度做游戏其实一直被业内看好。然而,直到2017年百度剥离游戏业务时,平台也没有找到适合自己的发展模式。\n而今,游戏行业风云变幻,腾讯、网易分走大块蛋糕,阿里、字节跳动、B站等头部势力加码,海外市场竞争愈演愈烈,游戏行业新势力更是如雨后春笋……选择此时返场的百度游戏,也让当下的竞争环境变得更加复杂。\n流量变现的重头戏\n发布会上,百度游戏总经理徐建将未来的发展方向归纳为两点:一点是做服务,即基于自身流量生态和产品矩阵,为游戏厂商提供发行服务;另一点则在于做产品,或与行业伙伴合作、或自主研发,推出具备竞争力的游戏产品。\n从这两点来看,百度游戏此次返场,步子相对稳健,布局方向都建立在自身优势上。\n其一,游戏一直都是流量变现的重头戏,而百度是一个拥有10亿用户的流量生态,仅在百度APP,月活便超过5.4亿。并且,据官方披露,用户在百度搜索游戏相关内容的日均次数达到1亿次,其中为找游戏的用户占比为25.3%,玩游戏的占比为45.5%,找服务的占比为29.2%。\n\n换言之,百度目前仍是网民接触游戏的一个重要入口,生态内每天产生的亿级流量都与游戏相关,这也是百度不可能轻易放掉游戏业务的关键所在。\n其二,围绕百度自身的流量生态,一方面,搜索业务的服务能力,使平台与国内诸多游戏厂商都存在合作关系;另一方面,百度在剥离游戏业务之前,其游戏发行也有过一些高光时刻。2011年时,百度基于贴吧生态搭建“社区化小游戏平台”,涉足游戏分发,3天累计用户便超过7000万。\n从广告到发行,百度在游戏行业的连接能力,使之能够更便捷地找到合作伙伴,为之后的联运、发行等业务打下基础。此次发布会上,祖龙娱乐、悠米互娱等都是百度游戏联合开发产品的合作方。徐建还透露,百度游戏也准备构建新的开发者平台,将给出诸多策略扶持和让利。\n其三,尽管百度目前已经与腾讯、阿里拉开了距离,但百度仍是处在第一梯队的互联网巨头,若平台将资本向游戏倾斜,在财力支持下未必没有与其他平台一战的实力。目前,百度游戏已经完成了两个自研团队的搭建,正式进入开发阶段。\n但是,从百度游戏发布的产品来看,休闲游戏仍占据更大比例,而在用户粘性更高的重度游戏中,“代号”产品居多,落地时间并不明朗。这意味着百度在真正形成竞争力之前,还有一段很长的路要走,且这条路并不容易。\n不能“丢”的游戏业务\n百度重拾游戏业务并不让人意外,尤其是在近几年,百度一直都在搜索业务之外,寻找新的收入增长点。\n回到2017年,百度以近12亿的价格出售了百度游戏,这一动作是百度实施“航母计划”的一环。当时,百度通过业务“分拆”,将文学、视频、游戏、音乐、地图、外卖等版块独立运营,业内对此普遍认为,百度在尝试摆脱对搜索业务的依赖。同一时期,百度也进一步发力人工智能的新方向,尝试向智能科技公司转型。沿着这一发展脉络来看,如今的百度,或许更需要游戏了。\n首先,从其内部发展而言,业务“分拆”的思路并没有帮助百度在多领域建立优势。\n在这之中,百度发展最好的视频业务孵化出爱奇艺,但爱奇艺至今累计亏损已达上百亿,不仅不赚钱,还消耗着巨额运营成本。此外,百度地图市场渗透率虽然较高,但地图业务的变现模式尚不清晰。\n\n而在其他业务方面,文学领域至今仍是阅文一家独大;音乐市场中腾讯音乐占据更大份额,网易云音乐后来居上;外卖行业中,美团、饿了么两强相争……相比之下,百度并没有形成与之相抗的实力,在业绩贡献上也难以成为未来的新支柱。\n其次,在外部竞争环境上,百度面临的压力越来越大。\n近几年,业内开始频繁地讨论,字节跳动会不会取代百度成为第三大互联网巨头?在这背后,双方之间虽然没有正面冲突,但字节跳动却在一步步蚕食曾属于百度的市场。\n说到底,百度和字节跳动所做的都是信息分发,而后者抓住了移动互联网崛起的契机,并以独特的算法抢占市场,后来基于同样的算法体系入局短视频,并建立自身的广告体系和变现模型。在这一过程中,受到冲击最大的便是百度。也就是说,百度搜索业务所覆盖的市场已经受到威胁,寻找新的业绩增长点正变得越来越迫切。\n\n字节跳动游戏《仙境传说RO:新世代的诞生》,月流水达到1.5亿\n再者,对百度自身的发展而言,人工智能的新定位还没有成规模的变现机会。\n财报数据显示,截至2020年第四季度,百度来自搜索服务与交易服务的收入,在总收入中占比将近80%,而公司来自AI及云服务的收入占比则不足20%。\n在人工智能的业绩创造力形成之前,发力流量变现效率更高的游戏业务,或许是百度更好的选择。且就技术发展对云游戏的赋能来看,提前布局游戏业务,未来也能更高效地与公司的技术实力共振。\n微妙的返场时机\n实际上,尽管百度曾高调出售百度游戏,但从未真正离开过这个市场。\n当初,百度游戏被剥离后更名为多酷游戏,仍然作为百度在游戏业务上唯一的平台级入口,与百度保持紧密的合作关系。同一年,百度APP接入智能小游戏入口;2019年,百度则投资了游戏公司蝴蝶互动;直到今年,百度申请注册“百度游戏”、“百度游戏 MG.BAIDU.COM DU”等商标,并于前不久召开品牌发布会,正式在这一赛道上“重启”。百度似乎一直在等待机会,但选择此时返场,这个时机还是有些微妙。\n从表面上看,当下,游戏市场的竞争越来越激烈。腾讯、网易两大头部势力仍无可撼动,阿里、字节跳动、B站等互联网巨头也开始在这一市场划分势力范围。\n在国内,阿里在游戏领域持续深耕之后,孵化出的《三国志·战略版》《三国志幻想大陆》表现亮眼,双双登上App Store手游收入排行榜TOP10。其中,仅在2020上半年,《三国志·战略版》的总流水便达到37亿。以此为起点,阿里逐渐在游戏领域站稳脚跟;字节跳动近来在游戏市场的步子也越来越大。今年3月,公司以260亿元的高价收购游戏公司沐瞳科技,将东南亚影响力最大的MOBA游戏《无尽对决》收入囊中;此外,B站也通过资本布局,在二次元游戏赛道上持续巩固实力。\n\n在国外,伴随着IGG、莉莉丝等游戏厂商从海外市场涌现出来,这一市场也成为更多国内头部势力的布局范围,原本的蓝海优势正在激烈的竞争中逐渐消退,新入场者抢占市场份额的难度也在加大。\n然而,在这样的发展环境下,一些新势力还是“冒出头来”。尤其是《原神》的出现,在上线30天内收入便达到2.45亿美元,一度超越《王者荣耀》《和平精英》同期收入,位列全球手游收入榜首位。背后的公司米哈游也随之变得炙手可热。\n\n这一现象的出现,刺激了头部势力的敏感神经,也加速了巨头“围猎”的脚步。以动作最大的腾讯为例,据镜像娱乐统计,2021年上半年,腾讯参与投资的游戏公司多达49家,平均每4天便投资一家公司。\n\n然而,透过这一现象,其实也反映出,一方面,当下的游戏市场还远未饱和,市场能够容下更多爆款游戏产品;另一方面,激烈的竞争环境,也为当下的游戏市场带来更多变数。在爆款终会被新的爆款替代的行业规律之下,新入局者并非没有机会,或许这才是百度选择此时返场的关键所在。\n但是,机会都是留给有准备的人,百度显然落后太多。发布会现场,百度游戏副总经理王慧也坦言:“重启后的百度团队优势仍不明显,团队一直在思考如何利用百度的资源,走出百度游戏自己的路。”但在变幻莫测的游戏市场之上,留给百度思考的时间已然不多了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":178255578,"gmtCreate":1626825117794,"gmtModify":1633770729474,"author":{"id":"3586996018526097","authorId":"3586996018526097","name":"WWW1234","avatar":"https://static.tigerbbs.com/f999fbab63e5f6bc66819c077e68aa42","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586996018526097","authorIdStr":"3586996018526097"},"themes":[],"htmlText":"[呆住] ","listText":"[呆住] ","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/178255578","repostId":"1193178615","repostType":4,"isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600656431,"gmtCreate":1638149853211,"gmtModify":1638149853288,"author":{"id":"3586996018526097","authorId":"3586996018526097","name":"WWW1234","avatar":"https://static.tigerbbs.com/f999fbab63e5f6bc66819c077e68aa42","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586996018526097","authorIdStr":"3586996018526097"},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600656431","repostId":"1158048760","repostType":4,"repost":{"id":"1158048760","kind":"news","pubTimestamp":1638089261,"share":"https://www.laohu8.com/m/news/1158048760?lang=&edition=full","pubTime":"2021-11-28 16:47","market":"hk","language":"zh","title":"钟南山、张文宏对新冠变异毒株Omicron作出最新研判","url":"https://stock-news.laohu8.com/highlight/detail?id=1158048760","media":"新浪科技","summary":"中国目前的快速响应与动态清零策略是可以应对各种类型的新冠变种的。","content":"<p><b>钟南山:变异株危害性还需要一段时间研判</b></p>\n<p>11月28日,中国罕见病联盟呼吸病学分会第一届全国会议在广州举行,中国工程院院士钟南山出席会议并讲话。</p>\n<p>活动中,钟南山接受记者采访表示,从目前的情况来看,Omicron变异株传播速度快,已在南非等地区流行,近期在中国香港也发现了一例。</p>\n<p>“这个变异株很新,虽然分子基因检测发现,它在受体结合部位有比较多的变化,但是它有多大的危害性、传播会有多快、会不会使疾病更加严重,以及是否需要针对它进行疫苗研发,还要根据情况来判断。现在下结论为时太早。”</p>\n<p>钟南山表示,Omicron变异株的危害性还需要一段时间的判断,需要随时注意,但是现在还不会采取比较大的行动。“还有一个需要比较注意的是,对南非有关地方来的人员进行防控。”</p>\n<p><b>张文宏:目前对中国不会产生大影响</b></p>\n<p><img src=\"https://static.tigerbbs.com/fb956dfb46227348f46071b58070ed4d\" tg-width=\"630\" tg-height=\"1132\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>11月28日,上海市新冠肺炎临床救治专家组组长、复旦大学附属华山医院感染科主任张文宏医生在其个人社交账号发文,就新冠病毒变异毒株奥密克戎发表了自己的看法。全文如下↓↓</p>\n<p>上海疫情进入扫尾阶段。新冠新变异株奥密克戎登陆世界,迅速占领了所有学术论坛和百姓的饭堂。几点看法供大家参考:</p>\n<p>1。 奥密克戎变种被发现是近期的突发性事件,毫无疑问是病毒进化的产物。由于突变点数量远超已经发现的所有变种,预计应该是在宿主体内经历了较长时间的进化后形成。因为新冠病毒引起的是急性感染,难以在免疫功能正常者体内长时间生存与进化,也没有像流感病毒那样的基因重配发现,目前多数认为该变种可能是在免疫功能缺陷者,如艾滋病患者体内,经过长时间的携带,最终进化而成。形成新变体后,又经过偶然的机会经过传播,并迅速在传播上超越了已有的病毒传播能力,成为南非近期所记录的病毒株中的优势株(占比90%以上)。</p>\n<p>2。 由于携带病毒突变点多,在传播上短期内似乎战胜了南非的其他病毒株,包括德尔塔毒株。因此,世卫组织出于谨慎,将其列入了密切关注变异株(VOC),也就是说要引起极大关注。</p>\n<p>3。 但这是否已经说明全球抗疫的努力就此前功尽弃呢?现在还很难说。南非这次病毒株序列公布的总量不多,需要再观察未来两周更多的数据和实验室数据才能精准判断。</p>\n<p>4。 南非的疫苗接种完成率低,完成全程接种的人口比例仅仅24%,自然感染率4.9%左右,其实不足以构建疫苗和自然感染的免疫屏障,没有免疫屏障就谈不上免疫突破。也就是说如果这种情况今天出现在以色列,那么可以说毫无疑问,全球抗疫要面临重头再来的风险。</p>\n<p>5。 这里也就清楚了,为什么英国和以色列这些疫苗全程接种率超过80%,特别是以色列第三针接种率也已经达到了50%左右,这两个国家对外来输入采取的措施突然收紧。也就是说,对南非这种情况下,如果一旦明确这个病毒株可以突破原有的免疫屏障,那就意味着我们必须对已有的所有疫苗体系做调整,开始进入流感疫苗接种模式,也就是说每年要根据病毒变异情况,迅速构建新的疫苗。但是也意味着日子会变得更难。</p>\n<p>6。 据路透社报道,为防止疫情入侵,以色列27日宣布将关闭边境,禁止所有外国旅客入境,成为全球首个因“奥密克戎”毒株而封锁国境的国家。以总理贝内特表示,这项禁令可能将持续14天,这种变异毒株“非常令人担心”,以色列“在进入紧急状态的边缘”,所有人都要严阵以待。</p>\n<p>7。 这种情况下,可以判断,这次南非的变种病毒出现有偶然性,但是是否会对目前的初步建立的脆弱的人群免疫构成威胁,需要两周左右的观察时间。为什么初步定为两周内,是因为现在全球的流行病学数据,以及病毒中和试验数据,在两周到数周内都会出结果。这些工作我们复旦的团队和中国多个兄弟科研团队都在同步进行。不过我同意我的朋友香港大学病毒学家金冬雁教授的看法,“新冠病毒的变异是受到一定限制的,总的来讲,新冠的很多变种都没有存活下来,即使是存活下来的部分变种,其中也只有极少数能够成为优势株。从疫情暴发到现在,起码发现了上百种变异株,但只有一个德尔塔能留下来,在过去,贝塔和伽马变异株也被证明有比较强的免疫逃逸特性,但它们在和德尔塔的传播比赛中还是落败了,最后无声无息就消失了。”让我们拭目以待吧,好在不需要太长时间。</p>\n<p>最后说下,中国怎么办。</p>\n<p>我认为对中国目前还不会产生大的影响,中国目前的快速响应与动态清零策略是可以应对各种类型的新冠变种的。</p>\n<p>新冠病毒再变,还是新冠病毒。中国目前处于动态清零策略所赢得的战略机遇期内,正在加速构建下阶段应对常态化抗疫所需要的科学支撑,包括形成足以支撑世界开放的有效疫苗与药物储备,以及公共卫生及医疗资源储备。基于科学与团结,我们可以应对德尔塔,也能应对奥密克戎。</p>","source":"sina_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>钟南山、张文宏对新冠变异毒株Omicron作出最新研判</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n钟南山、张文宏对新冠变异毒株Omicron作出最新研判\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-28 16:47 北京时间 <a href=https://finance.sina.com.cn/tech/2021-11-28/doc-ikyakumx0765676.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>钟南山:变异株危害性还需要一段时间研判\n11月28日,中国罕见病联盟呼吸病学分会第一届全国会议在广州举行,中国工程院院士钟南山出席会议并讲话。\n活动中,钟南山接受记者采访表示,从目前的情况来看,Omicron变异株传播速度快,已在南非等地区流行,近期在中国香港也发现了一例。\n“这个变异株很新,虽然分子基因检测发现,它在受体结合部位有比较多的变化,但是它有多大的危害性、传播会有多快、会不会使疾病更加...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2021-11-28/doc-ikyakumx0765676.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1e65fc4b023292b46db139c8ccb424d5","relate_stocks":{"BK1515":"抗疫概念","BK4568":"美国抗疫概念"},"source_url":"https://finance.sina.com.cn/tech/2021-11-28/doc-ikyakumx0765676.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158048760","content_text":"钟南山:变异株危害性还需要一段时间研判\n11月28日,中国罕见病联盟呼吸病学分会第一届全国会议在广州举行,中国工程院院士钟南山出席会议并讲话。\n活动中,钟南山接受记者采访表示,从目前的情况来看,Omicron变异株传播速度快,已在南非等地区流行,近期在中国香港也发现了一例。\n“这个变异株很新,虽然分子基因检测发现,它在受体结合部位有比较多的变化,但是它有多大的危害性、传播会有多快、会不会使疾病更加严重,以及是否需要针对它进行疫苗研发,还要根据情况来判断。现在下结论为时太早。”\n钟南山表示,Omicron变异株的危害性还需要一段时间的判断,需要随时注意,但是现在还不会采取比较大的行动。“还有一个需要比较注意的是,对南非有关地方来的人员进行防控。”\n张文宏:目前对中国不会产生大影响\n\n11月28日,上海市新冠肺炎临床救治专家组组长、复旦大学附属华山医院感染科主任张文宏医生在其个人社交账号发文,就新冠病毒变异毒株奥密克戎发表了自己的看法。全文如下↓↓\n上海疫情进入扫尾阶段。新冠新变异株奥密克戎登陆世界,迅速占领了所有学术论坛和百姓的饭堂。几点看法供大家参考:\n1。 奥密克戎变种被发现是近期的突发性事件,毫无疑问是病毒进化的产物。由于突变点数量远超已经发现的所有变种,预计应该是在宿主体内经历了较长时间的进化后形成。因为新冠病毒引起的是急性感染,难以在免疫功能正常者体内长时间生存与进化,也没有像流感病毒那样的基因重配发现,目前多数认为该变种可能是在免疫功能缺陷者,如艾滋病患者体内,经过长时间的携带,最终进化而成。形成新变体后,又经过偶然的机会经过传播,并迅速在传播上超越了已有的病毒传播能力,成为南非近期所记录的病毒株中的优势株(占比90%以上)。\n2。 由于携带病毒突变点多,在传播上短期内似乎战胜了南非的其他病毒株,包括德尔塔毒株。因此,世卫组织出于谨慎,将其列入了密切关注变异株(VOC),也就是说要引起极大关注。\n3。 但这是否已经说明全球抗疫的努力就此前功尽弃呢?现在还很难说。南非这次病毒株序列公布的总量不多,需要再观察未来两周更多的数据和实验室数据才能精准判断。\n4。 南非的疫苗接种完成率低,完成全程接种的人口比例仅仅24%,自然感染率4.9%左右,其实不足以构建疫苗和自然感染的免疫屏障,没有免疫屏障就谈不上免疫突破。也就是说如果这种情况今天出现在以色列,那么可以说毫无疑问,全球抗疫要面临重头再来的风险。\n5。 这里也就清楚了,为什么英国和以色列这些疫苗全程接种率超过80%,特别是以色列第三针接种率也已经达到了50%左右,这两个国家对外来输入采取的措施突然收紧。也就是说,对南非这种情况下,如果一旦明确这个病毒株可以突破原有的免疫屏障,那就意味着我们必须对已有的所有疫苗体系做调整,开始进入流感疫苗接种模式,也就是说每年要根据病毒变异情况,迅速构建新的疫苗。但是也意味着日子会变得更难。\n6。 据路透社报道,为防止疫情入侵,以色列27日宣布将关闭边境,禁止所有外国旅客入境,成为全球首个因“奥密克戎”毒株而封锁国境的国家。以总理贝内特表示,这项禁令可能将持续14天,这种变异毒株“非常令人担心”,以色列“在进入紧急状态的边缘”,所有人都要严阵以待。\n7。 这种情况下,可以判断,这次南非的变种病毒出现有偶然性,但是是否会对目前的初步建立的脆弱的人群免疫构成威胁,需要两周左右的观察时间。为什么初步定为两周内,是因为现在全球的流行病学数据,以及病毒中和试验数据,在两周到数周内都会出结果。这些工作我们复旦的团队和中国多个兄弟科研团队都在同步进行。不过我同意我的朋友香港大学病毒学家金冬雁教授的看法,“新冠病毒的变异是受到一定限制的,总的来讲,新冠的很多变种都没有存活下来,即使是存活下来的部分变种,其中也只有极少数能够成为优势株。从疫情暴发到现在,起码发现了上百种变异株,但只有一个德尔塔能留下来,在过去,贝塔和伽马变异株也被证明有比较强的免疫逃逸特性,但它们在和德尔塔的传播比赛中还是落败了,最后无声无息就消失了。”让我们拭目以待吧,好在不需要太长时间。\n最后说下,中国怎么办。\n我认为对中国目前还不会产生大的影响,中国目前的快速响应与动态清零策略是可以应对各种类型的新冠变种的。\n新冠病毒再变,还是新冠病毒。中国目前处于动态清零策略所赢得的战略机遇期内,正在加速构建下阶段应对常态化抗疫所需要的科学支撑,包括形成足以支撑世界开放的有效疫苗与药物储备,以及公共卫生及医疗资源储备。基于科学与团结,我们可以应对德尔塔,也能应对奥密克戎。","news_type":1},"isVote":1,"tweetType":1,"viewCount":660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600656916,"gmtCreate":1638149805305,"gmtModify":1638149805414,"author":{"id":"3586996018526097","authorId":"3586996018526097","name":"WWW1234","avatar":"https://static.tigerbbs.com/f999fbab63e5f6bc66819c077e68aa42","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586996018526097","authorIdStr":"3586996018526097"},"themes":[],"htmlText":"[微笑] 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src=\"https://static.tigerbbs.com/0d5be6f5811358c470d8c1d3854f8937\" tg-width=\"759\" tg-height=\"728\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>新东方:考虑采取适当的合规措施,降低现有业务产生重大不利影响</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n新东方:考虑采取适当的合规措施,降低现有业务产生重大不利影响\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-26 07:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/EDU\">新东方</a>:本公司现正考虑采取适当的合规措施,预期该等措施将对与中国义务教育制度学科有关的校外辅导服务产生重大不利影响。本公司将就致力遵守《意见》及任何相关规则及法规积极寻求政府当局的指导及配合政府当局的行动。<img src=\"https://static.tigerbbs.com/0d5be6f5811358c470d8c1d3854f8937\" tg-width=\"759\" tg-height=\"728\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c0c4c03a5eea688b1e8fa7410c021db6","relate_stocks":{"EDU":"新东方"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118828212","content_text":"新东方:本公司现正考虑采取适当的合规措施,预期该等措施将对与中国义务教育制度学科有关的校外辅导服务产生重大不利影响。本公司将就致力遵守《意见》及任何相关规则及法规积极寻求政府当局的指导及配合政府当局的行动。","news_type":1},"isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":177950979,"gmtCreate":1627177363391,"gmtModify":1633767478501,"author":{"id":"3586996018526097","authorId":"3586996018526097","name":"WWW1234","avatar":"https://static.tigerbbs.com/f999fbab63e5f6bc66819c077e68aa42","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586996018526097","authorIdStr":"3586996018526097"},"themes":[],"htmlText":"[呆住] ","listText":"[呆住] 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","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172942887","repostId":"1197722114","repostType":4,"isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":171261917,"gmtCreate":1626746589739,"gmtModify":1633771446820,"author":{"id":"3586996018526097","authorId":"3586996018526097","name":"WWW1234","avatar":"https://static.tigerbbs.com/f999fbab63e5f6bc66819c077e68aa42","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586996018526097","authorIdStr":"3586996018526097"},"themes":[],"htmlText":"[呆住] ","listText":"[呆住] ","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/171261917","repostId":"1147786491","repostType":4,"repost":{"id":"1147786491","kind":"news","pubTimestamp":1626736000,"share":"https://www.laohu8.com/m/news/1147786491?lang=&edition=full","pubTime":"2021-07-20 07:06","market":"us","language":"zh","title":"云计算给力,IBM创三年最强劲收入增长","url":"https://stock-news.laohu8.com/highlight/detail?id=1147786491","media":"老虎资讯综合","summary":"摘要:$IBM$二季度总营收同比增逾3%,云业务总收入增长13%。盘后IBM股价一度涨超4%。得到需求强劲的云计算业务力挺,科技巨头IBM创造了三年来最强劲的收入增长。分业务看,二季度IBM多数业务收入均高于市场预期,云相关业务收入总体同比增长13%,增至70亿美元。","content":"<blockquote>\n 摘要:<a href=\"https://laohu8.com/S/IBM\">IBM</a>二季度总营收同比增逾3%,云业务总收入增长13%。盘后IBM股价一度涨超4%。评论称,IBM新CEO的混合云战略转变开始获得回报。\n</blockquote>\n<p>得到需求强劲的云计算业务力挺,科技巨头IBM创造了三年来最强劲的收入增长。</p>\n<p>当地时间19日周一美股盘后,IBM公布今年第二季度营业收入为187.5亿美元,高于分析师预期的182.6亿美元,较去年同期增长近3.5%,为2018年二季度以来最大同比增速;二季度每股收益(EPS)为2.33美元,也高于市场预期的2.28美元,同比增长3%。<img src=\"https://static.tigerbbs.com/636226130a5f0601909685f757532860\" tg-width=\"676\" tg-height=\"854\" width=\"100%\" height=\"auto\">分业务看,二季度IBM多数业务收入均高于市场预期,云相关业务收入总体同比增长13%,增至70亿美元。具体包括:</p>\n<ul>\n <li>包括云应用及交易处理平台、2019年收购的开源云软件商<a href=\"https://laohu8.com/S/RHT\">红帽</a>在内的云和认知软件业务录得营收61亿美元,同比增长6.1%,市场预期60.3亿美元。其中云收入增长29%,红帽的营收增长10%,交易处理平台收入下降7%。</li>\n <li>包括顾问、应用管理和全球业务流程服务在内的全球企业服务营收43.4亿美元,增长11.6%,市场预期40.6亿美元,其中云收入增长35%。</li>\n <li>包括基础设施和云服务以及技术支持服务在内的全球技术服务收入63.4亿美元,增长0.4%,市场预期62亿美元,其中云收入下降1%。</li>\n <li>包括系统硬件和操作系统软件在内的系统收入17.2亿美元,下降7.3%,市场预期16.8亿美元,其中云收入下降16%。</li>\n <li>包括融资和二手设备出售在内的全球金融营收2.42亿美元,下降8.6%,市场预期251.8亿美元。</li>\n</ul>\n<p>IBM的董事长兼CEO 柯世纳(Arvind Krishna)评论称,二季度客户应用IBM的混合云平台帮助实现了全球企业服务和软件业务的强劲增长,推动了整体营收加快增长。IBM首席财务官Jim Kavanaugh称,公司业务增长非常令人鼓舞,这是客户采用混合云平台的证据。客户在加快速度运用云和人工智能进行数字化转变,提高生产率以及创造新的增长机遇。</p>\n<p>评论称,去年4月走马上任接替罗睿兰的柯世纳致力于为百年历史的IBM打造新的混合云战略,让客户在包括竞争对手<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和<a href=\"https://laohu8.com/S/MSFT\">微软</a>产品在内的多种公共云以及私营服务器上存储数据。二季度的业绩显示,柯世纳向云这一高增长市场的转型开始获得回报。</p>\n<p>二季度财报公布后,本周一收跌0.7%的IBM股价盘后跳涨,涨幅一度超过4%,后回吐部分涨幅,北京时间6点30分过后,盘后涨幅保持在3%以上。得到需求强劲的云计算业务力挺,科技巨头IBM创造了三年来最强劲的收入增长。</p>\n<p>当地时间19日周一美股盘后,IBM公布今年第二季度营业收入为187.5亿美元,高于分析师预期的182.6亿美元,较去年同期增长近3.5%,为2018年二季度以来最大同比增速;二季度每股收益(EPS)为2.33美元,也高于市场预期的2.28美元,同比增长3%。</p>\n<p><img src=\"https://static.tigerbbs.com/33f16aae73cf9682a47050e98a012aab\" tg-width=\"640\" tg-height=\"422\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>分业务看,二季度IBM多数业务收入均高于市场预期,云相关业务收入总体同比增长13%,增至70亿美元。具体包括:</p>\n<ul>\n <li>包括云应用及交易处理平台、2019年收购的开源云软件商红帽在内的云和认知软件业务录得营收61亿美元,同比增长6.1%,市场预期60.3亿美元。其中云收入增长29%,红帽的营收增长10%,交易处理平台收入下降7%。</li>\n <li>包括顾问、应用管理和全球业务流程服务在内的全球企业服务营收43.4亿美元,增长11.6%,市场预期40.6亿美元,其中云收入增长35%。</li>\n <li>包括基础设施和云服务以及技术支持服务在内的全球技术服务收入63.4亿美元,增长0.4%,市场预期62亿美元,其中云收入下降1%。</li>\n <li>包括系统硬件和操作系统软件在内的系统收入17.2亿美元,下降7.3%,市场预期16.8亿美元,其中云收入下降16%。</li>\n <li>包括融资和二手设备出售在内的全球金融营收2.42亿美元,下降8.6%,市场预期251.8亿美元。</li>\n</ul>\n<p>IBM的董事长兼CEO 柯世纳(Arvind Krishna)评论称,二季度客户应用IBM的混合云平台帮助实现了全球企业服务和软件业务的强劲增长,推动了整体营收加快增长。IBM首席财务官Jim Kavanaugh称,公司业务增长非常令人鼓舞,这是客户采用混合云平台的证据。客户在加快速度运用云和人工智能进行数字化转变,提高生产率以及创造新的增长机遇。</p>\n<p>评论称,去年4月走马上任接替罗睿兰的柯世纳致力于为百年历史的IBM打造新的混合云战略,让客户在包括竞争对手亚马逊和微软产品在内的多种公共云以及私营服务器上存储数据。二季度的业绩显示,柯世纳向云这一高增长市场的转型开始获得回报。</p>\n<p>二季度财报公布后,本周一收跌0.7%的IBM股价盘后跳涨,涨幅一度超过4%,后回吐部分涨幅,北京时间6点30分过后,盘后涨幅保持在3%以上。<img src=\"https://static.tigerbbs.com/535d2301daccf1afd4752bcbe9ec6fb7\" tg-width=\"694\" tg-height=\"529\" width=\"100%\" height=\"auto\"></p>","source":"lsy1567738977881","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>云计算给力,IBM创三年最强劲收入增长</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n云计算给力,IBM创三年最强劲收入增长\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-20 07:06 北京时间 <a href=https://wallstreetcn.com/articles/3635793><strong>老虎资讯综合</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要:IBM二季度总营收同比增逾3%,云业务总收入增长13%。盘后IBM股价一度涨超4%。评论称,IBM新CEO的混合云战略转变开始获得回报。\n\n得到需求强劲的云计算业务力挺,科技巨头IBM创造了三年来最强劲的收入增长。\n当地时间19日周一美股盘后,IBM公布今年第二季度营业收入为187.5亿美元,高于分析师预期的182.6亿美元,较去年同期增长近3.5%,为2018年二季度以来最大同比增速;...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3635793\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0d3f378365151f1311c3c65105038a61","relate_stocks":{"IBM":"IBM"},"source_url":"https://wallstreetcn.com/articles/3635793","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147786491","content_text":"摘要:IBM二季度总营收同比增逾3%,云业务总收入增长13%。盘后IBM股价一度涨超4%。评论称,IBM新CEO的混合云战略转变开始获得回报。\n\n得到需求强劲的云计算业务力挺,科技巨头IBM创造了三年来最强劲的收入增长。\n当地时间19日周一美股盘后,IBM公布今年第二季度营业收入为187.5亿美元,高于分析师预期的182.6亿美元,较去年同期增长近3.5%,为2018年二季度以来最大同比增速;二季度每股收益(EPS)为2.33美元,也高于市场预期的2.28美元,同比增长3%。分业务看,二季度IBM多数业务收入均高于市场预期,云相关业务收入总体同比增长13%,增至70亿美元。具体包括:\n\n包括云应用及交易处理平台、2019年收购的开源云软件商红帽在内的云和认知软件业务录得营收61亿美元,同比增长6.1%,市场预期60.3亿美元。其中云收入增长29%,红帽的营收增长10%,交易处理平台收入下降7%。\n包括顾问、应用管理和全球业务流程服务在内的全球企业服务营收43.4亿美元,增长11.6%,市场预期40.6亿美元,其中云收入增长35%。\n包括基础设施和云服务以及技术支持服务在内的全球技术服务收入63.4亿美元,增长0.4%,市场预期62亿美元,其中云收入下降1%。\n包括系统硬件和操作系统软件在内的系统收入17.2亿美元,下降7.3%,市场预期16.8亿美元,其中云收入下降16%。\n包括融资和二手设备出售在内的全球金融营收2.42亿美元,下降8.6%,市场预期251.8亿美元。\n\nIBM的董事长兼CEO 柯世纳(Arvind Krishna)评论称,二季度客户应用IBM的混合云平台帮助实现了全球企业服务和软件业务的强劲增长,推动了整体营收加快增长。IBM首席财务官Jim Kavanaugh称,公司业务增长非常令人鼓舞,这是客户采用混合云平台的证据。客户在加快速度运用云和人工智能进行数字化转变,提高生产率以及创造新的增长机遇。\n评论称,去年4月走马上任接替罗睿兰的柯世纳致力于为百年历史的IBM打造新的混合云战略,让客户在包括竞争对手亚马逊和微软产品在内的多种公共云以及私营服务器上存储数据。二季度的业绩显示,柯世纳向云这一高增长市场的转型开始获得回报。\n二季度财报公布后,本周一收跌0.7%的IBM股价盘后跳涨,涨幅一度超过4%,后回吐部分涨幅,北京时间6点30分过后,盘后涨幅保持在3%以上。得到需求强劲的云计算业务力挺,科技巨头IBM创造了三年来最强劲的收入增长。\n当地时间19日周一美股盘后,IBM公布今年第二季度营业收入为187.5亿美元,高于分析师预期的182.6亿美元,较去年同期增长近3.5%,为2018年二季度以来最大同比增速;二季度每股收益(EPS)为2.33美元,也高于市场预期的2.28美元,同比增长3%。\n\n分业务看,二季度IBM多数业务收入均高于市场预期,云相关业务收入总体同比增长13%,增至70亿美元。具体包括:\n\n包括云应用及交易处理平台、2019年收购的开源云软件商红帽在内的云和认知软件业务录得营收61亿美元,同比增长6.1%,市场预期60.3亿美元。其中云收入增长29%,红帽的营收增长10%,交易处理平台收入下降7%。\n包括顾问、应用管理和全球业务流程服务在内的全球企业服务营收43.4亿美元,增长11.6%,市场预期40.6亿美元,其中云收入增长35%。\n包括基础设施和云服务以及技术支持服务在内的全球技术服务收入63.4亿美元,增长0.4%,市场预期62亿美元,其中云收入下降1%。\n包括系统硬件和操作系统软件在内的系统收入17.2亿美元,下降7.3%,市场预期16.8亿美元,其中云收入下降16%。\n包括融资和二手设备出售在内的全球金融营收2.42亿美元,下降8.6%,市场预期251.8亿美元。\n\nIBM的董事长兼CEO 柯世纳(Arvind Krishna)评论称,二季度客户应用IBM的混合云平台帮助实现了全球企业服务和软件业务的强劲增长,推动了整体营收加快增长。IBM首席财务官Jim Kavanaugh称,公司业务增长非常令人鼓舞,这是客户采用混合云平台的证据。客户在加快速度运用云和人工智能进行数字化转变,提高生产率以及创造新的增长机遇。\n评论称,去年4月走马上任接替罗睿兰的柯世纳致力于为百年历史的IBM打造新的混合云战略,让客户在包括竞争对手亚马逊和微软产品在内的多种公共云以及私营服务器上存储数据。二季度的业绩显示,柯世纳向云这一高增长市场的转型开始获得回报。\n二季度财报公布后,本周一收跌0.7%的IBM股价盘后跳涨,涨幅一度超过4%,后回吐部分涨幅,北京时间6点30分过后,盘后涨幅保持在3%以上。","news_type":1},"isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}